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A few quick details and a general question. We’ll reply with next steps, what to gather, and how pricing works for you.

Please don’t include Social Security numbers, tax returns, bank or card details, or other sensitive information here. We’ll collect what we need later through the secure client portal.

Your name

I’m reaching out as An individual or family A small-business owner Both Not sure yet

Your question

For example: “I started freelancing this year and I’m not sure what I owe.” General details only.

Sending this form doesn’t create a preparer-client relationship. That starts once we both sign an engagement letter.

Let’s start with a hello.

Thanks. We’ve got it from here.