The calendar is useful only when the questions, source documents, and professional responsibilities arrive together.
Business owners and accredited investors whose decisions rely on current books, filed returns, estimated-tax assumptions, and investment or liquidity information.
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Plan
Hypothetical: a business owner receives monthly financial statements, makes quarterly estimated-tax payments, and is considering a large portfolio change. The workflow would identify shared inputs, decision owners, and deadlines. Each service would remain governed by its own engagement and professional scope.
One calendar, separate responsibilities
What coordination does not mean
Coordination does not merge the advisory and tax entities, replace independent legal advice, or guarantee an investment or tax outcome. It means the client can see who owns each question and which source data supports the decision.
Professional roles
The IRS describes enrolled agents as federally authorized tax practitioners with practice rights before the IRS. The SEC’s IAPD record identifies the registered adviser relationship used for OPG advisory services. Exact engagement responsibilities are set out in the applicable written agreements and disclosures.
Sources: [1] IRS — Enrolled Agent Information · [3] SEC IAPD — Black Knight Wealth Management
Discuss the questions, responsibilities, and records relevant to your situation.
An introductory conversation can clarify the planning question, the available information, the appropriate professionals, and the limits of the engagement before you decide whether to proceed.
Schedule a conversation