By completing this form, you help us get to know you and determine how we can best serve your accounting, tax, and advisory needs. Please note that no tax advice will be given during the introductory call, which will be scheduled once we have reviewed the information provided.

We generally do not onboard new clients between December 1 and April 15 so we can focus on serving our existing clients. In limited situations, we may begin the onboarding process during this time in order to file a tax extension before the original filing due date. PLEASE NOTE that filing an extension only gives you additional time to file your tax return, but it does not extend the time to pay any taxes owed. If taxes are owed and payment is not made by the original due date, the IRS and state tax authorities will assess penalties and interest until the balance is paid. Because we will not have sufficient information to accurately calculate your tax liability before the initial due date, we cannot guarantee the amount that should be paid with the extension. You may make an estimated payment, and we can help guide you through the payment process; however, you remain responsible for any taxes, penalties, or interest that may apply if the payment is insufficient.