A good first meeting begins with a clear picture of what you need. You do not have to solve every question before contacting us.
Start with your goals
Write down whether you need a return prepared, a past filing reviewed, help responding to a notice, or a plan for an upcoming decision. If a deadline is involved, include it in your first message.
Gather what you already have
Keep the records you have in one place. Make a short list of items you know are missing so we can discuss what else may be needed for your specific situation.
Bring your questions
Note anything you want explained: a form you received, a transaction you are unsure about, or a previous filing concern. We can identify the appropriate service and next steps together.
Do not send tax documents or sensitive account details through the public contact form. Ask us to arrange a secure exchange.
Request an appointment