Ask first. Book when it is worth the time.
Questions about how this firm works, what we handle, and what to send are answered here. Questions about your own return, your own notice, or your own books are answered in a conversation with the principal. The answer turns on details a chat box cannot see.
What it answers, and what it hands off.
It can answer
How engagements are scoped, what documents a situation typically needs, how the portal and the intro work, which industries this firm serves, and where to go next on this site.
It hands off
Anything that is a position on your facts: whether an election makes sense, how a notice should be answered, what a transaction costs you in tax. Those are licensed judgment, made by a CPA who has seen the file. Send the file through the portal for a written answer.
Please do not put Social Security numbers, account numbers, or specific figures in this box. Anything that needs your actual numbers belongs in the secure file exchange.
Three questions this page should not be answering.
What do I send?
The checklist builder prints the list for your situation and runs entirely in your browser.
What does it cost?
The pricing page publishes the floors and what moves a fee above one. No call required to read it.
I am ready to start.
Send documents through the file exchange, with guest access and no account needed. Or start here to see whether the intro is the right next step.