HOW GAMBIT WORKS
STEP 01 · FREE
Free 15-minute consultation
A short call to see if we are the right fit. No pitch, just a conversation.
STEP 02 · FREE
Free risk & opportunity analysis
Let us put our best foot forward by demonstrating the value of working with Gambit. You receive a comprehensive analysis containing everything you need to know.
YOUR TAX PROFILE — How the IRS sees you. A full breakdown of every item shaping your tax liability.
WHAT YOU ARE LEAVING ON THE TABLE — Strategic opportunities available to you, with estimated savings in dollars.
STEP 03
Sign up
When you are ready to move forward, we email you a proposal. Once it is signed and received, we begin preparing your return and strategy playbook immediately.
STEP 04
Return and strategy preparation
Your return is carefully prepared and your forward-looking strategy is tailored around the choices available to you.
DOCUMENT COLLECTION — Log into your Gambit account and work through a custom, easy-to-use checklist that tells you exactly what to upload.
DEDICATED ONE-ON-ONE TIME — Sit down with a Gambit expert to walk through your questions live and leave with clarity and confidence.
STEP 05
Review & file
Once you have reviewed everything and signed off, we file your return at both the state and federal level.
STEP 06 · THE DELIVERABLE
Receive your Gambit Tax Playbook
Each section includes a pre-recorded, expert-led walkthrough video so the main takeaways are unmistakable.
RETURN SUMMARY — What we did and why. A clear review of the numbers you care about and how they compare to last year.
STRATEGY GUIDE — Personalized recommendations to reduce your tax liability, each with estimated savings over time.
Explore an example of Gambit's Tax Playbook
START WITH A FREE ANALYSIS
Steps one and two cost nothing.