Contact

Let us talk about your next step.

Book a short conversation, or send a question. Either way, you hear back from a person within one business day.

Book a complimentary 20-minute consultation

A conversation about where you are and what would help, with no documents needed and no obligation. If we are a fit, you receive a written recommendation and proposal, usually within one business day of the call.

Request a consultation by email

Online scheduling is coming soon. Until then, email us and we reply with two or three times that work.

What to expect

  • 20 minutes by phone or video, at a time you pick.
  • No documents, account numbers or income figures required.
  • A plain answer about whether we can help, and what the next step costs, before any work begins.

Direct details

[email protected]

Serving metro Atlanta and clients nationwide

We reply within one business day, Monday to Friday.

Already a client?

Use the portal's secure messaging for anything about your return or books. It is faster than this form and it is encrypted.

Client Login Portal help

Send a question

Email [email protected] with your question and a little about your situation. A person replies within one business day.

Questions only. Never email tax documents, Social Security numbers or account numbers. Once we are working together, documents go through the secure Client Portal.

Email a question

An online form is coming soon.