Thank you for reaching out to Seastone. We are a tax boutique built for long-term advisory relationships. The questions that follow help us understand your situation before we begin. Please fill out the questionnaire that follows. Our office will be in touch upon receiving your submission. 

We look forward to starting this process with you.

What to Expect

01 — A short questionnaire. This one. A few minutes to share your situation — what you're managing now, what brings you to the conversation, the kind of help you're looking for.

02 — An introductory call. A half-hour conversation, by phone or video, to talk through what you're working with and the kind of work we do. No fee.

03 — A written proposal. If we both think the engagement makes sense, we'll send a proposal that sets out the scope of work, the cadence of meetings, and the fee.

04 — The engagement begins. Engagement letter, secure document exchange, and the year's rhythm established. The work begins.

05 — Across the years. Year after year — quarterly conversations, year-end planning, returns and filings on cadence, and the proactive preparation that compounds across the long horizon.