Stop Guessing. Know Exactly Where Your Business Stands.
A comprehensive legal and tax diagnostic that exposes hidden risks, wasted money, and structural gaps holding your business back.
This is costing you.
Most business owners do not realize how much they are losing until someone maps it out.
Flying Blind on Compliance
You have never had a professional audit your formation documents, tax elections, and contracts holistically. One bad filing can unravel everything.
Paying More Tax Than You Should
Missed elections, wrong entity classification, and unoptimized compensation structures mean thousands lost every quarter.
Legal and Tax Working Against Each Other
Your lawyer does not understand tax implications. Your accountant does not understand legal exposure. Two advisors, zero alignment.
No Roadmap for Growth
Scaling without a strategic plan for multi-entity expansion, IP protection, or jurisdictional compliance. Growth without structure is risk.
A better approach.
Integrated legal and tax strategy — not isolated advice from two different advisors.
Full Business Audit
We review every legal and tax document that defines your business.
- ■Review formation documents, tax elections, contracts, payment flows, and intellectual property
- ■Identify risks, inefficiencies, and opportunities
Multi-Entity & Compliance Review
Cross-jurisdictional analysis for complex business structures.
- ■Multi-entity planning and optimization
- ■Cross-jurisdictional compliance review
Strategic Roadmap
A prioritized action plan with specific recommendations and timelines.
- ■Strategic roadmap development
- ■Prioritized recommendations with estimated impact
- ■Timeline for implementation and follow-up
How it works.
A structured, transparent process from first contact to delivered results.
Discovery & Document Review
We collect your formation docs, tax returns, contracts, and operating agreements. Everything gets reviewed before our first meeting.
Cross-Functional Diagnostic
We map your legal structure against your tax position, identify misalignments, quantify exposure, and flag every optimization opportunity.
Strategic Action Plan
You receive a prioritized roadmap with specific recommendations, timelines, and estimated impact — ready to execute.
Results speak.
Measurable outcomes from real client engagements.
Across diagnostic clients in the last 12 months
Average findings per comprehensive diagnostic
Legal and tax strategy synced from day one
From document submission to initial review
Ready to take action?
Submit an inquiry outlining your needs. Engagements are selective and handled directly by Delina Yasmeh, Esq.