Contact

Request a Consultation

Use this form to request help with tax planning, tax preparation, IRS or FTB notices, business tax matters, real estate tax issues, or estate and trust tax support.

Initial consultations are designed to understand your situation, evaluate scope, and determine next steps. Specific tax advice is provided after formal engagement.

Please do not include Social Security numbers, bank information, or tax documents in this form. If we move forward, I will provide a secure method to exchange documents.

I generally respond to inquiries within one business day.