Meet your coordination contact
A personal, coordinated approach.
Mike Dyal helps owners and families connect tax decisions with the bigger business and household picture.
Mike Dyal
Your first point of contact for an organized conversation about preparation, planning and business decisions.
Mike works with a network of tax, bookkeeping, insurance and estate planning professionals. The right provider and engagement depend on the question you need to solve.
You should know who is doing the work, what information is needed and what happens next.
More about Mike at Providence Capital →
What you can expect
01. A clear starting point
Discuss your situation, timing and priorities before choosing a scope.
02. The right expertise
Confirm the professionals responsible for each part of the work.
03. Defined next steps
Agree on information needs, responsibilities and review points.
Start with the decision in front of you.
Tell us what is changing and what you want to accomplish. We will help define the right next step.