Getting started
Tell me about your situation.
A few questions about where things stand, what you own, and the decisions ahead. It takes about 90 seconds, and I read every response myself.
What happens next. I review each inquiry personally and reply within two business days. Where an ongoing advisory relationship looks appropriate, I will send you a link to book a 30‑minute call.
What it costs. First-year advisory runs $6,500 to $25,000, depending on the complexity of your situation. Later years are usually similar, adjusting up or down if your situation changes or you want a different level of access. Tax preparation is billed separately, scales with the complexity of that year, and is available only to advisory clients. Individual returns begin at $1,500 and business returns at $2,000.
Want the details first? The common questions page covers cost, scope and what the first 30 days look like.
The introductory call is intended to determine fit. Specific tax advice follows once an engagement has begun and the relevant information has been reviewed. Please keep this form to a summary: do not send Social Security numbers, account numbers, or copies of tax documents through it. Submitting it does not create a client relationship.