Contact Us
Contact us to help file taxes or schedule a consultation
What to reach out about
Preparing and filing individual (Form 1040) and small-business returns (Schedule C, partnerships, S corps).
State tax returns, multi-state filing, and residency issues.
Tax planning, estimated tax projections, and year-end strategies to minimize liability.
IRS notices, audits, collections, and penalty abatement assistance.
Bookkeeping, payroll, and sales tax questions that affect tax filing.
Amended returns, prior-year filings, and missing return preparation.
How to contact
Send an email with a brief description of your situation and preferred times for a call.
If you prefer, request a virtual or in-person consultation and indicate whether you want a one-time review or ongoing tax services.
What to include when contacting us
Full name, best phone number, and email.
Filing status and type of return you need (individual, business, multi-state).
Year(s) involved and any IRS or state notices you received.
A short summary of the issue or the outcome you want (e.g., file 2024 return, respond to IRS notice, plan estimated taxes).
What to expect after contacting us
Initial response within one business day to confirm receipt and arrange a consultation or document drop-off.
A short intake call or questionnaire to clarify your situation and list needed documents.
An engagement letter outlining services, fees, estimated timeline, and client responsibilities.
Secure submission options for your documents (see storage options below).
Completion of work per the agreed timeline, with review and final delivery of returns or written advice; we’ll explain outcomes and next steps.
Follow-up support for questions after filing and assistance with IRS/state correspondence if engaged.
Choose a storage option for submissions Please select one of the following when you send documents:
Secure client portal upload — Recommended for confidential tax records (SSNs, W-2s, 1099s, returns). Encrypted and access-controlled.
Encrypted email attachment — Use only if portal is unavailable; label files clearly and include your name and tax year.
In-person drop-off — Paper copies accepted by appointment; we will return originals upon request.
Mail — Send via tracked courier to our office address; include a cover sheet with contact info.
If you’re ready, tell us which storage option you prefer and provide the best contact details and a brief description of your needs.
