Business Diagnostics
A comprehensive legal and tax diagnostic that surfaces the hidden risks, the tax left on the table, and the structural gaps holding your business back, before they become problems.
Get Started →One review of the whole picture, legal and tax together.
Most business owners have never had a professional review their formation documents, tax elections, and contracts holistically. The legal advisor does not model the tax consequences; the tax advisor does not assess the legal exposure. The gaps live in between, and they surface at the worst possible time, in an audit, a dispute, or a sale.
The diagnostic closes that gap. Delina reviews the documents that define your business and reads them against your tax position, identifies where the structure and the strategy are misaligned, quantifies the exposure, and flags the optimizations worth pursuing.
You leave with a prioritized roadmap rather than a vague sense that something might be off, the specific issues, their estimated impact, and the order to address them in.
The review, end to end.
Full Legal & Tax Audit
A holistic review of the documents that define your business: formation documents, operating agreements, contracts, payment flows, and intellectual property, read against your tax position rather than in isolation.
Entity & Tax Election Review
Whether your entity classification and tax elections still fit how you actually make money. Missed elections, the wrong classification, and unoptimized compensation quietly cost money every quarter.
Multi-Entity & Compliance Review
For businesses with more than one entity or activity across jurisdictions, a review of the structure, the intercompany arrangements, and the compliance obligations that come with operating in multiple places.
Strategic Roadmap
A prioritized action plan: the issues found, their estimated impact, and a sequenced timeline to fix them, ready to execute with the firm or alongside your existing advisors.
From documents to roadmap.
01 · Discovery & Document Review
You share your formation documents, returns, contracts, and operating agreements. Everything is reviewed before the first working session.
02 · Cross-Functional Diagnostic
Your legal structure is mapped against your tax position to surface misalignments, quantify exposure, and flag every optimization worth pursuing.
03 · Strategic Action Plan
You receive a prioritized roadmap with specific recommendations, timelines, and estimated impact, ready to execute.
What most people want to know.
What does the business diagnostic include?
A holistic review of your formation documents, operating agreements, tax elections, contracts, payment flows, and intellectual property, mapped against your tax position to find misalignments, exposure, and missed optimizations. You leave with a prioritized roadmap rather than a list of generic suggestions.
How is this different from what my CPA or lawyer already does?
Most lawyers do not model the tax consequences of the structure, and most CPAs do not assess the legal exposure. The diagnostic looks at both together, so the legal structure and the tax strategy are aligned rather than working against each other. That alignment is where the savings and the risk reduction come from.
What do I walk away with?
A written, prioritized roadmap: the specific issues found, their estimated impact, and a sequenced plan to address them. You can execute it with the firm or hand it to your existing advisors.
Further reading on tax strategy.
How to properly use the Augusta rule?
Augusta rule tax strategy explained by a California attorney. Learn the IRC § 280A(g) requirements before you rent your home to your business. Book a paid intake.
Is it worth getting a tax attorney?
Can a tax attorney negotiate with the IRS?
Are tax lawyers worth the cost?
Is there a difference between a tax attorney and a CPA?
Can you use the Augusta rule if you have a home office?
What are the 4 smart moves to cut your 2025 tax bill?
Want to know exactly where your business stands?
Tell Delina about your entities, your structure, and what’s changed since you set it up. The intake scopes a diagnostic and the roadmap that comes out of it.
Get Started →