How it works
Five Stages. One Coordinated Experience.
From the first conversation to ongoing service, you lead the relationship while MyTaxNinjas coordinates the work behind it.
Step 1: Discovery
Understand the client, their family, and their goals.
The advisor
Identifies a client who may benefit and introduces the conversation.
MyTaxNinjas
Provides structured intake so the full household picture is captured once.
Step 2: Assessment
Review the situation across all four pillars.
The advisor
Shares context on the client’s priorities and existing relationships.
MyTaxNinjas
Organizes the information and coordinates review with relevant professionals.
Step 3: Design
Shape a coordinated set of options.
The advisor
Leads the client conversation about priorities and trade-offs.
MyTaxNinjas
Prepares clear summaries of potential strategies for professional and client review.
Step 4: Implementation
Put the chosen strategies in place.
The advisor
Keeps the client informed and aligned with their broader financial plan.
MyTaxNinjas
Manages document workflows and coordinates with the professionals executing the work.
Step 5: Ongoing Service
Keep the plan current as life changes.
The advisor
Reviews progress with the client as part of the regular relationship.
MyTaxNinjas
Supports periodic reviews, reporting, and updates as circumstances evolve.
Exact responsibilities, timelines, and professional coordination are defined in each partner agreement and may vary based on client needs.
Stop Competing on Investment Performance Alone.
Become the advisor who brings the complete family office solution.