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If you’re ready to have a conversation about working together, please fill out our contact form and we’ll get back to you within 1-2 business days. We’re looking forward to hearing from you and supporting you as a trusted advisor!

UPDATE AS OF FEBRUARY 2025:

We are currently at capacity for 2024 tax preparation. We apologize for any inconvenience. Please check back after April 15, 2025, as we may be able to take new clients by then. We appreciate your understanding!

Business Tax Inquiry Form

Name

First Name

Last Name

Email

What type of entity is your business?

Pick one

LLC

Sole proprietor

S Corp

C Corp

I need help deciding!

What Industry is your business in?

If you are using a CPA, why are you looking to switch?

If you are filing yourself, why are you looking to hire a CPA?

If you are inquiring about a consultation meeting, please describe in a couple sentences what you'd like to discuss.

Personal Tax Inquiry Form

Name

First Name

Last Name

Email

How are you currently filing your taxes?

I file my own tax return using TurboTax or some similar program

I file my own tax return by filling out Form 1040 from the IRS website and mailing it in

I use a CPA to file my tax return

This would be my first time filing a tax return

If you are using a CPA, why are you looking to switch?

If you are filing yourself, why are you looking to hire a CPA?

On a scale of 1-3, how organized are you from a tax perspective?

3 - I am on top of all of the documents I expect to receive for my tax filing and provide it well before the deadline

2 - I am mostly on top of all of the documents I expect to receive for my tax filing and provide it in a timely manner with a reminder or two

1 - I will need many reminders to get my tax documents together 🙂

If you are inquiring about a consultation meeting, please describe in a couple sentences what you'd like to discuss.

Contact Us

UPDATE AS OF FEBRUARY 2025:

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