What to Expect

The consultation is a working session, not a sales call.

We use the 30 minutes to understand your business, identify the work that needs to happen, and tell you honestly whether we are the right firm for it. If the engagement looks like a fit on both sides, you will receive a written proposal within three business days.

Who this is for:

  • Established U.S. businesses with revenue typically $250K and above
  • Real estate investors and operators
  • Multi-state, multi-entity, or international tax situations
  • Owner-operators who want a senior, named accounting partner
  • Businesses currently in the wrong accounting setup and ready to move

Not the right starting point for: consumer tax filing, hobby income, side gigs under $100K, or industries we do not serve (see list).

The more specific you are, the better-prepared your consultation will be.

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Direct contact

Prefer to send a note directly? Email us and we will route to the appropriate senior practitioner.

HoursMonday to Friday
8:00 AM to 6:00 PM Eastern
Response TimeOne business day, guaranteed
ConfidentialityAll communications protected under our client privilege standards

Already know what you need?

If you would prefer a written proposal first, request one directly.

Request Proposal