Episode 7

full
Published on:

27th Oct 2021

Talkin' Tax - The Bryson Law Firm Discovery Process

In the latest installment of Talkin' Tax, Cary and Angie Bryson outline their robust, four-phased Discovery Process to efficiently and effectively address the tax issues of their clients.

Listen as Cary and Angie outline each of the four phases, beginning with a thorough onboarding session to gain a clear understanding on the issues at hand. From there, the Bryson team gets to work on the transcript analysis and a comprehensive financial review to further assess the situation.

Ultimately, this process is meant to leave their clients with various options of customized case plans to alleviate their tax concerns.

So sit back, relax, and enjoy another enlightening episode that showcases the thorough work the Bryson team does for all their clients.

Timecodes:

0:25 - Overview on the topic of the day

1:54 - What the Bryson Law Firm's Discovery Process looks like

3:30 - The onboarding process and the questions asked initially

6:31 - Managing client expectations and finding a common ground

8:45 - Beginning the transcript analysis on a given client

12:49 - The comprehensive financial review performed for each client

18:32 - Going over the various options for customized case plans with clients

22:56 - The importance of being current and compliant

24:57 - The perk of having options for tax resolution, not just one strategy

30:54 - Closing remarks


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Show artwork for Talkin' Tax

About the Podcast

Talkin' Tax
Serious tax talk with a Louisiana twist
Cary and Angela Bryson are lifelong residents of Louisiana. Their roots give them deep insight into the needs of our fellow “Loosianans.”

With over 38 years of combined legal experience, you can rest assured that they know Louisiana tax laws and IRS tax laws. The Brysons are committed to representing clients from all walks of life to find the best solution to their tax problems.

Each episode, Cary and Angie dive into tax-related subjects facing their great state and providing the guidance and solutions you need.