Please complete the below form to the best of your ability. While we do our best to serve everyone who expresses interest in working with us, we cannot guarantee that you will receive a free consultation after submitting a request.
We are prioritizing responses to those who complete the form in full and provide sufficient information.
A simple 3-step onboarding process
After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we'll schedule a time for your initial planning call.
In this meeting, we'll review your situation and determine where and how we can add value. We'll discuss which services may align best with your current & future needs.
After meeting & reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings & the different strategies we recommend.
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