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We look forward to hearing from you. Please review the selections below to learn about how we work.

Client Tax Return Contact Form - New 2023
  • Engagement Information
  • Intro
  • Basic Info
  • Key Info
    • Submit

    Consultations are complimentary. Please note that if we do not have the capacity to support your specific needs following the contact form submission, we will let you know as soon as possible.

     

    Please note: We have limited openings for consulting / advisory engagements depending on our current capacity and your needs. More on consulting engagements here. As part of our standard tax engagement, we do a review of the prior returns filed. Completing the full form helps us better assess your needs and ensure a great fit.

    Client 30s Contact Form - New 2023

    Only have 30 seconds?

    Fill out the form below, enter your name, with your email, urgency level, and we will take it from there.

    Sign up for SMS
    You agree to receive automated transactional messages. Text and data rates may apply. Reply STOP to unsubscribe. View terms and privacy policy here.
    Are you married?
    What is your primary goal of working with us?
    New client annual fees start at $1,500, is that within your budget?

    More about average fees here.

    How we work

    Information is linked here to learn more about the clients we serve, the value adds we strive for, and typical costs.

    Prior to our meeting via Google Meets

    Please take a few important minutes to fill out the supplementary forms that fit you best. If we find ahead of time that we do not have capacity for your needs, we will look to cancel the booking as soon as possible so that we respect your time. The fit page covers most of the clients we specialize in and areas that we support.

    Areas outside of our specialization

    It is important to note some areas that are outside of our expertise, such as: Non-resident tax returns or foreign tax return preparation, cross-border transactions, law / finance active partner recipients of K-1s / carried interest, transfer pricing, 501(c)(3) nonprofits, BOI disclosure, and trust / estate tax preparation. We can coordinate complex foreign tax disclosures if advisable with an attorney of counsel.
    Mobile Layout - Client Tax Return Contact Form - New 2023
    • Engagement Information
    • Intro
    • Basic Info
    • Key Info
    • Submit
    0% Complete
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    Consultations are complimentary. Please note that if we do not have the capacity to support your specific needs following the contact form submission, we will let you know as soon as possible.

     

    Please note: We have limited openings for consulting / advisory engagements depending on our current capacity and your needs. More on consulting engagements here. As part of our standard tax engagement, we do a review of the prior returns filed. Completing the full form helps us better assess your needs and ensure a great fit.

    Client 30s Contact Form - New 2023

    Only have 30 seconds?

    Fill out the form below, enter your name, with your email, urgency level, and we will take it from there.

    Sign up for SMS
    You agree to receive automated transactional messages. Text and data rates may apply. Reply STOP to unsubscribe. View terms and privacy policy here.
    Are you married?
    What is your primary goal of working with us?
    New client annual fees start at $1,500, is that within your budget?

    More about average fees here.

    How we work

    Information is linked here to learn more about the clients we serve, the value adds we strive for, and typical costs.

    Prior to our meeting via Google Meets

    Please take a few important minutes to fill out the supplementary forms that fit you best. If we find ahead of time that we do not have capacity for your needs, we will look to cancel the booking as soon as possible so that we respect your time. The fit page covers most of the clients we specialize in and areas that we support.

    Areas outside of our specialization

    It is important to note some areas that are outside of our expertise, such as: Non-resident tax returns or foreign tax return preparation, cross-border transactions, law / finance active partner recipients of K-1s / carried interest, transfer pricing, and trust / estate tax preparation. We can coordinate complex foreign tax disclosures if advisable with an attorney of counsel.