Compare the timing
We discuss a proposed sale, exercise, distribution or gift with the people advising on the transaction.
For advisorsTax work for the
Tax work for the
clients you serve.
If you refer or advise clients with tax questions, we can work alongside you on defined tax projects and ongoing advisory, with responsibilities and information sharing agreed at the outset.
For professionals introducing a client.
Start with a general description of the matter, the timing and the role you would like Hickok to play. We can discuss whether the work is a fit before confidential documents are exchanged.
Hickok provides the agreed tax services. Legal advice, investment decisions, fiduciary duties and other professional responsibilities stay with the people engaged for those roles.
Keep the relationships that work for you.
Engaging Hickok for tax work does not require a change of attorney, investment advisor or other trusted professional. We can handle a specific question or participate in an ongoing advisory relationship.
For agreed collaborative work, we identify the contact at Hickok, the responsibilities and the information that may be shared. A defined project and broader, recurring coordination are different engagements.
What collaboration looks like
Share usable tax information
The relevant projection, payment estimate and assumptions go to the authorized people who need them.
Resolve questions directly
We arrange conversations about documents, records and tax treatment rather than leaving the client to pass every question between professionals.
Follow through
Agreed tax decisions carry into estimated payments, return preparation and the records needed for later years.
Related reading
Tax information for a shared client
A useful handoff makes the facts, timing, open question and professional responsibilities easy to understand.
Read the article