Let's see if we're a good fit

Tell me about your needs

A few quick questions so I can make sure I'm the right CPA for you — and if we're aligned, you'll book a 30-minute intro call at the end. Takes under 5 minutes.

Before we begin

A quick note on engagement minimums

I keep a focused client list so every client gets my full attention. Because of that, my engagements start at:

Consultations & tax advisory$200 / hour
Individual tax returnsfrom $500
Business returns (S-Corps & Partnerships)from $2,000*
Bookkeepingfrom $300 / mo

*Business returns include a required $300 bookkeeping cleanup fee. Bookkeeping also available at $600/quarter.

I understand these minimums and would like to continue.

Please acknowledge the minimums to continue.

First up — are you an individual or a business?

An individual / household A business

Please choose one to continue.

What type of entity is it? (optional)

Roughly, what's your annual revenue? (optional)

What can I help you with? (select all that apply)

Tax advisory & planning Tax preparation / compliance Bookkeeping Not sure yet — I'd like to talk it through

Please pick at least one.

What's your timeline?

I need help this season Looking for ongoing support Just exploring for now

Please choose one to continue.

Are you looking for…

An ongoing CPA relationship Help with a specific one-time need

Please choose one to continue.

Which state(s) are you in? (optional)

Great — how do I reach you?

Please add your name and a valid email.

Anything else I should know before we talk? (optional)

One last step: your most recent tax return

Having your prior-year return makes our intro call far more productive. Upload it securely to my client portal — it goes straight into my encrypted TaxDome account, never through this website.

Upload securely to my portal →

You're all set — let's talk.

Thanks, there. Pick a 30-minute intro call at a time that works for you.

Book your 30-min intro call →

A confirmation and calendar invite will come straight from Google Calendar.