Track 01

Prospective Client

You are an individual, family, or business owner looking for tax-led advisory services, tax preparation, investment advisory, or annuity protection planning.

Your entry point is Lakewood Ranch Tax Advisors — the flagship client-facing practice in the Razzano Consulting enterprise.

  • S-Corp owners and LLC operators
  • High-net-worth individuals and families
  • Pre-retirees and retirees
  • Real estate investors
  • Professionals with tax complexity
The discovery call is 30 minutes, obligation-free, and available to schedule online.
Track 02

Evaluating the Network

You are a CPA or EA interested in operating under the Razzano Consulting standard — deploying the Tax-Led Advisory OS into your existing practice.

Your entry point is the iTaxPreparer Practice Assessment — the structured evaluation that determines whether your practice is a fit for the network.

  • Owner-operator CPAs and EAs
  • Practitioners committed to documentation discipline
  • Practices pursuing advisory revenue
  • Firms ready to operate a documented standard
  • Practitioners who passed the self-assessment
Not every applicant is accepted. The assessment determines fit — not just interest.

Schedule Directly

Prefer to
book a call?

Scan the QR code to access Anthony's Calendly scheduling page directly — no email required, no back and forth. Select a time that works and you'll receive a confirmation immediately.

Open Calendly →

Direct Contact

For inquiries that don't fit either track — media, speaking, partner discussions, or enterprise matters — reach out directly.