How It Works

From Free Consultation to Ongoing Strategy - Here's Exactly What to Expect

A Simple, Structured Process Designed to Deliver Results

Working With O&M Is Simple, Transparent, and Stress-Free

Here is our proven process for building and executing a tax strategy that delivers real, measurable savings.

01

Free Strategy Call

No-cost, no-obligation session. We review your income, business structure, and existing tax approach. Most clients leave knowing how much they have been overpaying.

30-45 minutes - Free
02

Custom Written Tax Strategy

Within 10 business days you receive a written, personalized tax strategy plan with specific steps to capture your savings.

10 business days
03

Implementation

We execute the plan with you - entity changes, payroll setup, deduction activation, coordinating with your other professionals.

30-60 days
04

Quarterly Check-Ins

Every quarter we meet to review financials, assess your tax position, and adjust the strategy. Mid-year projections keep you informed.

Quarterly + ad hoc support
05

Year-End Positioning and Tax Filing

Final strategic moves before year-end, then we prepare your returns. Clean, complete, and stress-free.

Maximum legal tax reduction

What's Included in Year-Round Support

  • Unlimited questions via phone, email, and WhatsApp
  • Quarterly review meetings
  • Mid-year tax projections
  • December 31st year-end planning session
  • Business and personal tax return preparation
  • IRS correspondence and representation if needed
  • Coordination with your other financial professionals

Ready to Get Started?

The first step is free. Know within 45 minutes exactly how much you have been overpaying - and what you can do about it.

Call (956) 855-3880Schedule at onmservices.com

Ready to Get Started?

Schedule your free strategy session or call us to discuss how we can help your business.

Schedule Free Strategy SessionCall (956) 855-3880