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How I Work OLD

Let’s Begin!

Book a 30 Minute Consultation via phone or Zoom to decide if we’re a good fit.


Electronically sign an engagement letter and register for a client portal.


Securely upload any required documents.


Securely receive your tax return or other analysis.


Keep in touch throughout the year as life changes happen, big-money moves come up, or if you just want to chat about tax policy.

Ready to schedule your free 30-minute consultation?