Who this is for
Owners who are starting, restructuring, or exiting a business; taxpayers navigating ITIN or CAA matters; and individuals weighing Social Security decisions where timing and coordination affect long-term outcomes.
Hub 03 · Advance
Business Decisions & Specialized Support.
For decisions that benefit from a steady professional's judgment — entity choices, retirement timing, cross-border identification, and notarized documents.
Tell Oliver what needs attentionWhat to expect
Every section answers the same questions: who it's for, what it addresses, why timing matters, how Oliver approaches the work, and what happens next.
What Oliver addresses
This hub bundles the specialized services that don't fit a monthly accounting rhythm but often shape the biggest decisions:
- Business consulting
- Entity selection and setup
- Entity restructuring reviews
- CAA (Certifying Acceptance Agent) work
- ITIN application assistance
- Social Security planning
- Notarial services
How Oliver approaches the work
These engagements are usually shorter and more decision-focused. The work is scoped to the question in front of you, and the recommendation is put in writing so you can revisit it later.
What to have ready
A short description of the decision or document, any prior filings that relate to it, and — for ITIN or CAA matters — original identification documents (Oliver will explain what qualifies before the meeting).
What happens next
After the intake, Oliver confirms the scope, provides a written engagement, and schedules the working session that fits the decision.