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Let's Discuss Your Tax Situation

Share a brief outline of your situation and we will tell you whether the matter is within our scope, what information we would need, and what an engagement would involve. Initial consultations are free, and fees are structured to be affordable for the complexity of your matter. Consultations are available in English and Spanish.

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The more context you provide, the more useful the first conversation will be.

Please do not submit Social Security numbers, tax returns, account numbers, passwords, or other sensitive financial information through this form.

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Document uploads are not enabled on this form. Once an engagement begins, tax documents are exchanged exclusively through our secure client portal, which uses authenticated access and encrypted storage.