CONTACT US
Let's get to know your business. Fill us in, and we'll be in touch to explore how we can support you.
First Name Email How did you hear about us?
Last Name Phone What state are you in?
Please select which services you are interested in: Tax PreparationTax PlanningAccounting/BookkeepingBusiness Advisory
Which apply to you? I am marriedI have a businessI own a rental
How much support would you like from us during the year? Minimal — Year-end tax prep only, no scheduled check-ins.Moderate — Quarterly check-ins plus the ability to ask questions throughout the year.Full Support — Monthly check-ins and priority access (calls/texts anytime).
What are you hoping to get out of working with a tax-focused advisor? I want to hand off tax prep and stop doing it myself.I want proactive tax planning to reduce my tax bill and support long-term goals.
When was the last year you filed your taxes?
What would your ideal accounting relationship look like?
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