Clarity Before Action
Every meaningful recommendation begins with understanding. Entrepreneurs come to Taxley seeking answers to tax problems, business challenges, and important decisions.
Before recommending tax resolution, CentsableCEO Advisory, or another course of action, we first seek to understand the entrepreneur, their circumstances, and the broader context influencing the situation.
That’s why every engagement begins with a Strategic Analysis.
“Urgency may influence the timeline, but it should never determine the recommendation.”
– Anisha Bailey, EA, MSEL | Founder & CEO, Taxley
Acting quickly and acting wisely are not always the same thing. Strategic Analysis helps us determine when immediate action is necessary and when careful planning will produce a better outcome.
That disciplined evaluation begins with Strategic Analysis.
Strategic Analysis
EVERY RECOMMENDATION STARTS HERE
Before recommendations come understanding.
Strategic Analysis is an investigative engagement designed to understand your circumstances before recommendations are made.
Depending on your circumstances, the investigation may include financial analysis, tax account investigation, business evaluation, operational review, interviews, document review, and other investigative work necessary to develop informed recommendations.
Tax Responsibility
& Resolution
We evaluate your tax history, current obligations, compliance status, IRS and state activity, and any resolution opportunities that may exist.
Financial
Management
We evaluate cash flow, financial capacity, affordability, reporting, and the financial realities affecting your decisions.
Entrepreneur
Readiness
We evaluate the personal, leadership, and decision-making factors that influence long-term business success.
Impact &
Profit Alignment
We evaluate whether the business is producing the financial results, purpose, and sustainability you intend.
Operational Infrastructure
We evaluate the systems, processes, compliance, and operational strengths supporting the business.
Scale & Long-
Term Readiness
We evaluate whether the business is prepared for sustainable growth, increased complexity, succession, or future transition.
Every Analysis Is Tailored to the Complexity of Your Situation
Every Strategic Analysis follows the same disciplined methodology. The scope expands based on the complexity of your circumstances, the information being evaluated, and the recommendations required.
Every engagement is custom-scoped using Taxley’s evaluation rubric to ensure recommendations are based on your actual circumstances – not assumptions or predetermined solutions.
Strategic Analysis Scope Levels
Every Strategic Analysis follows the same investigative methodology. The scope expands based on the complexity of your situation. The starting investment reflects the minimum scope for each level, with final scope confirmed during your consultation.
Financial Clarity
– Investment begins at –
$4,999
Objective: Establish a clear understanding of your financial position and goals to support informed tax, financial, and entrepreneurial decisions.
Your Strategic Analysis may include:
Tax Account Investigation
Before making financial and tax resolution recommendations, we communicate with the IRS and applicable state tax authorities to establish an accurate understanding of your tax position by reviewing:
Financial Evaluation
We evaluate the financial realities influencing your decisions and available options by reviewing:
Strategic Analysis & Roadmap
Receive a Strategic Analysis with prioritized findings, practical recommendations, and a personalized roadmap designed to strengthen financial clarity and support confident decision-making.
Business Stability
– Investment begins at –
$9,999
Objective: Expand the analysis to evaluate how your business affects financial stability, operational effectiveness, and long-term sustainability.
Your Strategic Analysis may include:
Tax Account Investigation
Before making financial and tax resolution recommendations, we communicate with the IRS and applicable state tax authorities to establish an accurate understanding of your tax position by reviewing:
Financial Evaluation
We evaluate how your personal and business finances work together by reviewing:
Business Evaluation
Using the CentsableCEO Framework, we evaluate the capabilities supporting long-term business stability by assessing:
Strategic Analysis & Roadmap
Receive a Strategic Analysis integrating your tax, financial, and business findings into a comprehensive roadmap with prioritized recommendations designed to strengthen both the entrepreneur and the business.
Enterprise Strategy
– Investment begins at –
$14,999
Objective: Expand the analysis to evaluate the additional tax, financial, operational, and leadership complexity associated with employing and leading others.
Your Strategic Analysis may include:
Tax Account Investigation
Before making financial and tax resolution recommendations, we communicate with the IRS and applicable state tax authorities to establish an accurate understanding of your tax position by reviewing:
Financial Evaluation
We evaluate the financial capacity and operational complexity of the organization and its affect on the owner’s financial stability by reviewing:
Business Evaluation
Using the complete CentsableCEO Framework, we evaluate the capabilities required to lead a growing organization by assessing:
Strategic Analysis & Roadmap
Receive an Executive Strategic Analysis integrating complex tax, financial, operational, and organizational findings into a comprehensive roadmap with prioritized recommendations and implementation guidance aligned with the complexity of your business.
Final scope is confirmed during your consultation based on the complexity of your circumstances. Every Strategic Analysis concludes with written findings, prioritized recommendations, and a personalized roadmap based on your engagement.
Your Analysis Is Only the Beginning
At the conclusion of your Strategic Analysis, you’ll receive a roadmap based on your unique circumstances and goals. From there, you decide how to move forward.
IRS & State Tax Resolution
For those who need assistance implementing a tax resolution strategy or resolving existing IRS or state tax matters.
CentsableCEO Advisory
For entrepreneurs who want ongoing guidance to strengthen their business, improve decision-making, and implement recommendations over time.
Independent Implementation
Some clients choose to implement their roadmap independently or alongside their existing accountant, attorney, or advisory team.
Your Strategic Analysis is designed to provide a clear path forward regardless of who helps execute it.