CONTACT
Let's Start with the Help You Need
Ask about an individual or business tax return, a filing extension, tax advisory, or business consulting and tax planning. The first inquiry only needs your contact information and service interest. Do not send tax documents or private financial details. An inquiry does not establish an engagement or confirm that a deadline is being handled.
Choose the closest starting point.
You do not need to explain your complete tax situation in a form. Choose the service that best describes why you are reaching out. The details can be discussed through the appropriate next step.
Keep private information out of the inquiry.
Do not submit Social Security numbers, tax returns, identification documents, account numbers, passwords, payment information, or confidential compensation records. Ask for document-delivery instructions after contact has been established.
An approaching deadline needs direct confirmation.
Submitting this form does not file a return or extension, reserve an appointment, or confirm that work has been accepted. Do not rely on a form submission to meet a tax deadline.
Read about extensions or how to get started before assuming the next step is underway.
COMMON QUESTIONS
Questions you may have.
Can I use this form to send my tax return?
No. This is a consultation inquiry form, not a document portal. Keep tax records and other sensitive information out of the submission.
Does submitting the form make me a client?
No. The work must be accepted and the engagement terms agreed separately.
Can I use this form to authorize an extension?
No. A website inquiry does not authorize or confirm a filing. You need direct confirmation of the work accepted and who is responsible for it.