How Fast Close AI Works
A structured process for clarity at every step
1
Diagnose
We start by getting the facts right.
- Gather documents and bookkeeping
- Classify entity structure
- Assess complexity and clean inputs
2
Strategize
We identify opportunities and risks using authoritative guidance.
- IRS-cited tax strategies (IRC, Regs)
- Audit-risk flags identified upfront
- Plain-English explanations
3
Implement
You get a plan you can actually execute.
- Checklists and action items
- Implementation tracking
- Clean reporting and documentation
What You Actually Get
Concrete deliverables, not vague promises
Tax Strategy Clients
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Tax Projection + Estimate Plan Know your liability before year-end surprises
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Strategy Summary with Citations IRS code references + actionable steps
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Audit-Risk Flags + Documentation Checklist Know what to keep and how long
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Year-Round Support Notices, questions, and "what should I do?" answers
CFO / Close Clients
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Month-End Close Checklist A clear process, not a scramble
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Clean P&L + Balance Sheet Reconciled and ready for review
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Cash Flow Snapshot + KPI Notes See where your money goes
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"Owner-Friendly" Summary Something you can forward to investors or lenders
Is This Right for You?
We're selective because we want every engagement to succeed
Best Fit
- Real estate investors with multiple properties, entities, STRs, depreciation questions, or multi-state complexity
- Founders and operators who need clean books, monthly reporting, and proactive tax planning
- High-income individuals with rentals, crypto, equity comp, or multi-state situations
Not a Fit
- You only want the cheapest tax return with no planning or strategy
- You need same-day turnarounds with incomplete records
- You're looking for someone to just sign off without asking questions
What Clients Say
Real feedback from real engagements
"Finally, someone who explains tax strategy in terms I can actually understand. The IRS citations gave me confidence that we're doing it right."
"The monthly close pack changed how I run my business. I can actually see what's happening financially instead of guessing."
Before / After
Before:
Scrambled books, tax deadline stress, no visibility into cash flow
After:
Monthly close by the 10th, quarterly projections, tax strategy implemented
Clear scope, clear timelines, no surprises. You'll know exactly what you're getting before we start.
Industries We Serve
Real Estate
Startups
High Net Worth
Medical
Construction