Talk to a CPA, not a salesperson

Book a call

Pick a time that works for you. Alex calls you — no phone tag.

What kind of call?

Start free, or go straight to a working session.

Free intro call
15 min
A quick hello. Tell us what's going on — we'll tell you honestly if we can help.
Consultation
$150
A 30-minute working session on your tax issue. Credited toward your engagement if you hire us.

Pick a day and time

Eastern time. Weekdays only.

A few details

So Alex can prepare — not to judge. Two minutes, tops.

Yes
No

Have IRS notices or tax documents?
Upload them through our secure dropbox — never email sensitive documents.

Upload documents

Confirm your booking

One last look before we lock it in.

You're booked.

Upload documents securely

A confirmation is on its way to your email.
Need to change anything? Call 888.212.9966.

General information only — not tax, legal, or financial advice.
A professional engagement and advisory relationship are contingent upon the mutual execution of a formal Engagement Letter.
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