A first conversation
starts with your situation.

More documents are better than a long explanation

Relevant documents are more helpful than a lengthy explanation. Email is our preferred way to receive your inquiry.

Briefly describe your situation and provide as many relevant records as possible, such as tax returns, books, tax notices, contracts, and transaction records. More complete documentation helps us assess the facts and scope of work, prepare a more accurate fee estimate, and explain possible solutions.

1. Type of tax or service, relevant years, and amounts involved
2. Background of the issue and a timeline of events
3. Filings or responses already made and types of returns, books, or notices available
4. Important filing, payment, or notice-response deadlines
5. Your questions, desired outcome, and any additional matters to review
6. Reply-to contact details and preferred consultation language

Do not enter SSNs, passport numbers, bank account numbers, or other sensitive data.