Please complete all required fields below so we can route your message to the best team member to assist you.
Fields marked with * are mandatory.

1. First Name* – Enter your given name.

2. Last Name* – Enter your family or surname.

3. Email* – Provide your preferred email address for correspondence.

4. Phone #* – Enter your phone number (include area code). Please note: You may receive text communications from us regarding your inquiry or appointment.

5. Time Zone – This is preset to “Pacific Time” (no action needed).

6. How can we help you?* – Choose one option from the dropdown:

   • Appointment Request – Accounting

   • Appointment Request – Consulting

   • Appointment Request – Payroll

   • Appointment Request – Tax Planning (Current fee is $150 per hour)

   • Appointment Request – Tax Preparation (No obligation intake appointment)

   • General Question

   • Request for Portal Access

   • Review / Feedback

7. How did you hear about us?* – Select the single option that best applies (e.g. Client Referral, Google, Yelp, etc.).

8. Compose Message* – Enter any details you’d like us to know. This helps us assign your request to the right professional.

   • If for business, please include:

     • Business formation type (e.g. LLC, S-Corp)

     • Number of employees

     • States in which you operate

     • Any other relevant info related to your request

   • If not for business, please provide:

     • Information related to your tax situation (e.g. foreign bank accounts, cryptocurrency activity, rental properties)

     • Tax credits you expect to claim or other relevant details

Once all required fields are filled, click Send to submit your message.

We look forward to assisting you and will respond as soon as possible.