Are we a great fit?

We need to know if your circumstances, attributes, and priorities match well with our strengths. To do that, there are three steps:

 

1. Answer a few questions for us (below). Within a week or two of your submission we will send you a request for a copy of your tax returns and P&L.

 

2. Once we have your tax returns and P&L, we will review everything you have given us to see if we would make a good match and be able to help you reduce your taxes. Depending on the time of year, this may take several weeks to complete.

 

3. If the fit is good, we will invite you to meet with us for a conversation to ensure that we each feel great about working together to reduce your taxes.

 

If you are interested, please answer a few questions: