Every practice is different. The OS standard is the same. Here is exactly how we diagnose your firm, design the implementation, and install the system.
Who you serve — entity types, complexity, income profiles, planning readiness — determines the OS configuration for your practice.
How clients enter your pipeline — referral, portal, direct — and whether the intake process produces consistent, complete information before prep begins.
Where documents live, how they're named, how they're organized, and whether the current structure supports an AI extraction workflow.
Whether engagement letters are current, scope is defined, and billing structure aligns with an advisory model — not just a compliance fee schedule.
What software you're running, how returns move through review, and whether the review process produces documented, defensible output.
Whether advice is documented, planning recommendations are recorded, and your file would survive a quality review or regulatory inquiry.
Whether planning conversations happen by design or by accident — and how consistently advisory recommendations are delivered to clients.
How dependent your practice is on specific people, and whether a process exists that runs without you in every step.
The implementation follows a defined sequence — diagnosis before design, design before installation. No shortcuts.
A structured diagnostic call. We walk your current pipeline from intake to delivery — identifying gaps, documentation failures, advisory misses, and implementation readiness. No tax advice is given. No obligation follows.
A written gap analysis of your current practice against the OS standard. Documents every identified gap, documentation failure, and advisory miss — specific to your firm. Delivered regardless of whether we move forward.
A written implementation proposal — scope, timeline, deliverables, and engagement terms — designed specifically for your practice. No generic packages. The proposal reflects what your firm actually needs.
Razzano AI installs the Tax-Led Advisory OS into your practice. Every workflow, artifact, AI configuration, and documentation standard is installed, tested, and validated. Human oversight is mandatory throughout.
The OS is not a one-time installation. The advisory cadence — quarterly planning conversations with every client — is the operating rhythm the OS was built to support.
The OS installs a quarterly advisory cadence as the operating standard. Every client. Every quarter. Every planning opportunity surfaced by design — not by accident.
Returns filed through the full OS pipeline. Annual planning conversation tied to filing outcomes. Advisory conversation prepared from four mandatory artifacts.
Estimated tax review. Entity structure evaluation. Any material transactions since filing — documented and addressed proactively.
Projections. Threshold analysis. Strategies identified and documented before December. Clients enter Q4 informed — not surprised.
Approved strategies executed. Decisions documented. File is complete and defensible before January. The return reflects the planning — not the other way around.
Entity changes. Major transactions. Retirement decisions. Tax notices. Each event triggers a structured advisory conversation — documented and on record.
The assessment is the first step. A structured diagnostic — not a sales call. Complete the form and we'll respond within two business days.
Schedule a Practice AssessmentNo tax advice given · No obligation to engage · Response within 2 business days