Welcome to Your Success Journey! The Eiduk Pathway™
This comprehensive checklist outlines every task, milestone, and deliverable for your first 90 days.
By following this roadmap, you'll implement $26,000–$87,000+ in annual tax savings
through systematic, compliant strategies.
Progress: 0 of 0 completed (0%)
💡 How to Use This Checklist: Each item includes the responsible party (Client or Advisor),
required forms, and deadline. Click checkboxes to mark items complete – your progress saves automatically.
Your 90-Day Implementation Plan
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Engagement Agreement Signed
Review and execute advisory agreement, confirm scope of services and fee structure
Owner: Both | Forms: Engagement Letter | Deadline: Day 1
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Client Portal Access Setup
Create portal account, upload welcome documents, test document sharing
Owner: Advisor | Deadline: Day 2
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Kickoff Meeting Scheduled & Held
Initial meeting to review pathway, answer questions, set expectations
Owner: Advisor | Deadline: Day 3
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Prior Year Tax Returns Collected
Upload past 2 years business & personal returns for baseline analysis
Owner: Client | Deadline: Day 5
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Business Formation Documents Reviewed
Articles of incorporation, EIN letter, operating agreement, S-Corp election
Owner: Client | Deadline: Day 5
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Current Year P&L & Balance Sheet
Most recent financial statements to understand current position
Owner: Client | Deadline: Day 7
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Current Payroll Information Gathered
Current W-2, payroll reports, payroll provider info
Owner: Client | Deadline: Day 7
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Tax Situation Analysis Completed
Comprehensive review of current tax position, identify optimization opportunities
Owner: Advisor | Deadline: Day 10
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Tax & Wealth Blueprint™ Presented
Customized strategy document showing selected strategies and projected savings
Owner: Advisor | Forms: Tax & Wealth Blueprint | Deadline: Day 12
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Strategy Approval & Prioritization
Client reviews and approves strategies, sets implementation priorities
Owner: Client | Deadline: Day 14
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Reasonable Compensation Analysis Completed #1
Determine optimal W-2 salary based on industry data, role, and IRS guidelines
Owner: Advisor | Forms: Compensation Analysis Memo | Deadline: Day 18
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Payroll Adjustments Implemented
Update payroll to reflect new salary, coordinate with payroll provider
Owner: Client + Advisor | Deadline: Day 20
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Accountable Plan Adopted #3
Adopt written accountable plan policy for expense reimbursements
Owner: Advisor | Forms: Accountable Plan Document, Board Resolution | Deadline: Day 20
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Mileage Tracking System Setup
Implement mileage log system (app or manual), train on requirements
Owner: Client | Forms: Mileage Log Template | Deadline: Day 22
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Vehicle Strategy Implemented #10
Document business use percentage, implement mileage or actual expense method
Owner: Client | Forms: Vehicle Use Log | Deadline: Day 24
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Health Insurance Optimization #2
Review current coverage, implement 2% shareholder health insurance deduction
Owner: Advisor | Forms: Insurance Documentation | Deadline: Day 25
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Family Employment Setup (if applicable) #5
Child/spouse employment documentation, job descriptions, time tracking
Owner: Client | Forms: Employment Agreement, Time Sheet | Deadline: Day 28
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Corporate Compliance Documentation
Update corporate minutes, resolutions, meeting logs
Owner: Advisor | Forms: Meeting Minutes, Resolutions | Deadline: Day 30
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Accounting System Review
Evaluate current bookkeeping system, identify improvement opportunities
Owner: Advisor | Deadline: Day 32
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Chart of Accounts Optimization
Review and restructure COA for better tax planning and reporting
Owner: Advisor | Deadline: Day 35
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Bank & Credit Card Feeds Connected
Link all business accounts to accounting system for automated tracking
Owner: Client | Deadline: Day 37
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Monthly Close Process Established
Define monthly bookkeeping workflow, reconciliation procedures, reporting schedule
Owner: Advisor | Deadline: Day 40
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Dashboard Reporting Setup
Create monthly financial dashboard for KPI tracking and decision-making
Owner: Advisor | Deadline: Day 42
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First Month Bookkeeping Complete
Complete first month's books, review for accuracy, identify any issues
Owner: Client/Bookkeeper | Deadline: Day 45
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Home Office Deduction Analysis #9
Measure space, document exclusive use, calculate deduction, take photos
Owner: Client | Forms: Home Office Documentation | Deadline: Day 48
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Augusta Rule Implementation (if applicable) #4
Document rental days, market rate analysis, rental agreements
Owner: Client | Forms: Rental Agreement, Meeting Documentation | Deadline: Day 50
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Business Meals Documentation Training
Establish system for documenting business purpose, attendees, discussion topics
Owner: Client | Deadline: Day 52
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QBI Deduction Optimization #11
Calculate QBI deduction, analyze W-2 wage limitations, plan optimization
Owner: Advisor | Deadline: Day 54
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Retirement Plan Analysis #13–15
Review current retirement contributions, analyze optimization (Solo 401k, Cash Balance, etc.)
Owner: Advisor | Deadline: Day 55
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Equipment Purchase Planning #7–8
Identify planned equipment purchases for Section 179/Bonus Depreciation
Owner: Client | Deadline: Day 58
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Third-Party Service Coordination
Coordinate with any required third-party providers (cost seg engineers, appraisers, etc.)
Owner: Advisor | Deadline: Day 60
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Document Retention System Established
Set up filing system for receipts, logs, and compliance documentation
Owner: Client | Deadline: Day 62
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First Expense Reimbursement Processed
Submit and process first monthly accountable plan reimbursement
Owner: Client | Forms: Expense Reimbursement Form | Deadline: Day 65
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First Board/Advisory Meeting Held
Conduct quarterly board meeting, document minutes and resolutions
Owner: Both | Forms: Meeting Minutes Template | Deadline: Day 68
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First Mileage Log Submitted
Submit first month's mileage log, review for completeness
Owner: Client | Forms: Mileage Log | Deadline: Day 70
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Compliance Calendar Review
Review monthly compliance calendar, set up recurring reminders
Owner: Client | Forms: Monthly Compliance Calendar | Deadline: Day 72
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Estimated Tax Payment Review
Calculate and confirm quarterly estimated tax payments are adequate
Owner: Advisor | Deadline: Day 75
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90-Day Tax Projection
Calculate projected annual tax liability based on implemented strategies
Owner: Advisor | Deadline: Day 78
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Tax Savings Documentation
Document actual vs. projected savings for each implemented strategy
Owner: Advisor | Deadline: Day 82
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Year-End Planning Preview
Preview year-end strategies and timing considerations
Owner: Advisor | Deadline: Day 85
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Quarterly Meeting Schedule Set
Calendar next 4 quarterly strategic planning meetings
Owner: Advisor | Deadline: Day 88
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Client Satisfaction Check-In
Gather feedback, address concerns, confirm ongoing needs
Owner: Advisor | Deadline: Day 90
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ROI Calculation & Documentation
Calculate actual tax savings achieved, compare to projections, document success
Owner: Advisor | Deadline: Day 90
🎉 Onboarding Complete! After 90 days, you'll transition to ongoing quarterly planning cycles with monthly compliance submissions. Your foundation strategies will be fully implemented and generating $26,000+ in annual tax savings.
Ongoing Success Metrics
Monthly Tasks:
- Expense reimbursement submission
- Mileage log submission
- Child time sheet submission (if applicable)
- Monthly bookkeeping close
Quarterly Tasks:
- Strategic planning meeting
- Board/advisory meeting
- Tax projection update
- Estimated tax payment