Request a Consultation

Tell us a little about your tax situation and the services you are seeking. We’ll review your inquiry and, if your needs appear to align with our practice, follow up with next steps for an introductory conversation.

Tell Us About Your Situation

Please provide enough information for us to understand your tax situation and the services you are seeking. Please do not include Social Security numbers or other sensitive tax information.

What Happens Next

1. We Review Your Inquiry

We’ll review the information you provide to understand your situation and the services you are seeking.

2. We’ll Follow Up

If your needs appear to align with our practice, we’ll contact you with next steps to schedule an introductory conversation with Luke. We typically respond within one to two business days.

3. Introductory Conversation

We’ll learn more about your tax situation, discuss the services you are seeking, and determine whether the relationship is a good fit.

If we decide to move forward, we’ll explain the proposed scope, next steps, and, when appropriate, provide an estimated fee or fee range for tax preparation.

Want to learn more before getting started? Visit our Frequently Asked Questions or learn more about Who We Serve.