Request a Consultation

Tell us a little about your tax situation and what you’d like help with. Luke will review your inquiry and follow up with you directly, whether you’re looking for tax preparation, standalone planning, or consulting.

Tell Us About Your Situation

A few sentences about your situation, the help you’re looking for, and any important timing are enough to get started. Please do not include Social Security numbers or other sensitive tax information.

What Happens Next

1. A Personal Follow-Up

We’ll review your inquiry and typically respond within one to two business days. We may ask a few brief questions to better understand your needs, timing, and the support you’re looking for.

2. Share Relevant Documents Securely

If our services appear to match your needs, we’ll send you a secure portal link to upload your most recent tax return and any other relevant information. This helps us understand your situation and prepare for a more useful conversation.

3. Meet with Luke Weissgarber, CPA

Once we receive the requested documents, we’ll send you a link to schedule an introductory conversation with Luke. We’ll discuss your goals, explain our approach, and talk through the likely services and fees so you can decide whether working together is right for you.

Before any paid work begins, we’ll confirm the scope, estimated fees, and next steps.

Learn more about working with us in our Frequently Asked Questions and Who We Serve pages.