Let's See If We're a Fit

Answer a few questions about your situation. Every submission is reviewed personally.

Question 1 of 5

What kind of support are you hoping for?

Thoughtful annual tax preparation Annual preparation plus planning support during the year A more ongoing advisory relationship throughout the year I'm not sure yet

Which range best reflects your current annual income?

Under $250K $250K to $500K $500K to $1M $1M or more

Which best describes how your income is currently structured?

Primarily W-2 income W-2 income with additional income sources Self-employed or sole proprietor Owner of a business operating as an S corporation Partner or owner in a partnership or multi-owner LLC Multiple entities, real estate, or a mix of income sources

Which of the following apply to your situation? Select all that apply.

Multiple income sources Ownership in one or more businesses Real estate investments Significant investment income or capital gains Equity compensation or stock-based income A recent or upcoming financial decision with tax implications Multi-state or international considerations None of these currently apply to my situation

What prompted you to reach out now?

Something in my situation has recently changed I have decisions coming up and want guidance in advance I want a more proactive approach going forward I'm not sure yet, just exploring

Would it be helpful to start with a review of a prior return or recent filing before deciding on a longer-term engagement?

Yes No I'm not sure

✦

Last step. Where should we send your next steps?

First name

Last name

Email address

✦

Thank you.

Your submission has been received. Every intake is reviewed personally. If your situation looks like a strong fit, you will hear from us within two business days with a suggested next step.

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