Request an Introductory Call
Tell us a little about yourself and your tax needs. Amy, who handles client relations and onboarding, will follow up to arrange a brief introductory call. She’ll explain our services, process, and general fees, and help determine whether our firm is a good fit.
Tax planning and advisory services are available to clients who engage us for tax preparation and are scoped and billed separately.
Tell Us About Yourself
Briefly describe your tax situation, the services you’re interested in, and any upcoming deadlines.
Please do not include Social Security numbers or other sensitive tax information. If we need documents, we’ll provide a secure portal link.
What Happens Next
1. An Introduction with Amy
After you submit your inquiry, Amy will follow up with a link to schedule a brief introductory call. She’ll learn about your needs, explain our services and general fees, and answer questions about working with our firm. This conversation focuses on fit and process, not personalized tax advice.
2. A Personalized Estimate
If you’d like to move forward, we’ll send a secure portal invitation so you can upload your most recently filed tax return. Luke will review it and provide an estimate based on your situation and the services you need.
3. Getting Started
Once you accept the estimate, we’ll send your engagement agreement, any required engagement fee request, and instructions for completing your tax organizer. Amy will help coordinate onboarding, while Luke handles your tax preparation and advisory work.
We’ll confirm the scope and fees before paid work begins.
Learn more about working with us in our Frequently Asked Questions and Who We Serve pages.