Get In Touch

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

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.

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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 many states do you need to file in?
Unless there is extremely low activity in the multi-state returns, our general multi-state upper limit is 3 state filings.
Do you have K-1s to report?
If yes, how many K-1s do you have?

Note:

  • We generally do not work with clients that have more than 10 K-1s.
  • We may work with clients on an exception basis if they have over 10 K-1s.
  • Please note: We do not provide support for carried interest tax or advisory.
How did you hear about us?