Let’s see if we’re a fit.
FutureFy is a boutique practice — a small roster of clients, each worked with one-on-one, year-round. Getting aboard starts with a short assessment: a few questions, a couple of minutes, and you’ll know right away whether this is your ship.
TRANSMISSION INBOUND
A two-minute introduction from Marlon is on its way — how the practice works and how this getting-to-know-you process runs.
Onboarding in three easy steps
The assessment
A few questions about your business, your situation, and what you’re looking for — it’s how we make sure we can genuinely add value before we ask for your time.
Book your meeting
Clear the checkpoint and you’ll pick a time on the spot — a free hour with Marlon on Zoom. It’s an interview for you as much as it is for us.
A little prep
Before you meet, a short questionnaire and your last two tax returns — so the meeting starts with real planning ideas about your numbers, not a blank page.
Six quick questions — about two minutes.
Your answers tell us whether proactive tax planning is the right fit for your situation, and you’ll know right away.
Start the assessmentTrouble loading the assessment? Email hello@futurefytax.com.