Bring questions and last year's return. We'll tell you what we'd do, what it would cost, and whether we're the right firm. If we're not, you'll leave with a list of better options — that's the whole point of the first call.
Your message comes straight to the practice. We do not sell or share the information you submit and we never include marketing in our reply.
Name, email, and a few sentences about what you need is plenty.