Skip to content

Request a Consultation

Tell me what you’re dealing with. I read every request myself, and you’ll be able to book a time with me as soon as you’ve sent it.

This is the right place for

  • A return that needs filing or fixing
  • An IRS or state notice
  • Planning around a sale, exit or equity event
  • Foreign accounts, income, entities or trusts
  • Late or unfiled years
  • A business return or accounting problem

The introductory call is to understand your situation and agree the next step. Detailed technical analysis and document review come after we’re engaged. Already a client? Just email or call me directly — no need for this form.

About you

How can I reach you?

Your situation

Tell me what’s going on

Write it however you’d say it out loud. This is the part I actually read.