Get In Touch

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

Testing - Client Tax Return Contact Form 2024
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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.

Testing - Client 30s Contact Form 2024

Only have 30 seconds?

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

What is your primary goal of working with us?

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, 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.