Get In Touch
Tell me what's going on.
I read these myself and reply within one business day. In the two weeks before a filing deadline the replies get shorter, not slower. The first conversation costs nothing and there is no follow-up sequence behind it.
There is deliberately no phone number or email address printed on this site. Published addresses get scraped within days, and what comes back is robocalls and phishing that impersonates the IRS. This form reaches me directly, and it's screened against bots before it does.
Already a client? This form still reaches me while the public portal login is being finalized. Keep Social Security numbers and tax documents out of the message box either way.
Thanks — that's in.
I read every one of these myself, and you'll hear back within one business day. Nothing else happens: no sequence, no list.
The form on this page goes to me. No intake queue, no assistant triaging messages, no scheduling bot that drops you into a follow-up sequence. I read it and I write back.
One business day is the normal turnaround. In the two weeks before a filing deadline the replies get shorter, not slower, which is the honest version of what a one-person practice can promise you in early April.
What to put in it
You don't need to prepare anything first. Two or three sentences is plenty: the notice that showed up, the K-1 you weren't expecting, the move to a second state in June that you suspect did something to your return. If you already know the shape of it, say so. An S-corp, three states, a year of bookkeeping nobody has touched, two years unfiled. The more specific you are, the more specific my answer can be.
The topic dropdown only sorts what lands in front of me first. Pick the closest one and don't think about it any harder than that, because the message box is the part I read. The phone field is optional and stays optional. Fill it in if you would rather talk than type.
When it sends, the panel stamps Received, and if you have JavaScript switched off you land on a short confirmation page instead. Either one means it reached me. If it fails on the way, the form tells you so rather than swallowing it.
Useful to include, if you have it
None of this is required. It just shortens the first exchange.
- The notice number printed in the upper right corner of any IRS letter (CP2000, CP14, LT11) and the tax year it covers
- The entity type, if a business is involved: Schedule C sole proprietor, single-member LLC, S-corp, partnership
- Which states you lived or worked in during the year
- Which years, if any, are unfiled
- Whether last year's books live in QuickBooks, in a spreadsheet, or nowhere
- Two or three windows that work, if you would rather have this conversation by phone
The form takes words, not documents
There is no upload button on it, and that is deliberate. A public web form is the wrong place for a W-2, and an email attachment is worse, since it keeps living on every mail server it passed through. The form collects your name, an email address, an optional phone number, the topic you pick, and whatever you type. That is the whole list.
So describe the document instead of sending it. For an IRS letter, that means the notice code in the upper right corner, the date printed on it, the tax year it covers, and the amount it proposes if it names one. That is enough for me to tell you what it actually is, whether it is even real, and how many days you have. For a prior year return, tell me what you filed (a 1040 with a Schedule C, a 1065, an 1120-S), which states were on it, and what has changed since.
Documents come later, after an engagement letter is signed, and they move through the portal rather than an inbox. I'll tell you exactly where to put them when we get to that point.
What happens next
Four steps, in this order. The price shows up in the middle of it, before any work does.
I read it and reply myself
The message lands in my own inbox rather than a queue, so the answer comes from the person who would be doing the work. One business day, deadline weeks included.
A first conversation at no charge
Usually that is email. If talking is easier, give me a number and a couple of windows and I'll send you a time. No fee for it and no obligation after it. If your return is one W-2 and the standard deduction ($15,750 for a single filer in 2025), I'll tell you the software is fine and you should keep your money.
A flat fee in writing before any work starts
If it makes sense to work together, you get the number first, scored against the same countable factors I apply to everyone: income sources, states filed, forms and schedules required, entities involved, prior-year cleanup.
Timing matters more than people expect
A partnership or S-corp return is due March 15, 2027, a month before the individual deadline. An extension to October 15 buys filing time, never payment time. If you're already close to a date, say which one.
Who this practice is a good fit for is the long version of that second step, including the returns I send away. How the price is set walks through the scoring factor by factor, so you can see the number coming before you ask for one.
There's no phone number or email address on this site
That's deliberate. Publish either one and it gets scraped and sold onto call lists within days, and then real client mail competes for attention with merchant cash advance pitches. Keeping both off the page is the reason everything that comes through this form actually gets read.
It also means there is no phone tree standing between you and the person doing your return, which I consider a fair trade. The optional phone field runs the other direction: you can hand me a number, I still don't publish one.
What happens to what you send
The form posts to a relay service that forwards your message to my inbox, with a hidden honeypot field in the way that bots fill in and people never see. The site itself is static files. No database sits behind it, and there is no analytics script, no advertising cookie, and no tracking pixel on any page here, so nothing you do on this site follows you off it.
What you write reaches me and stops there. I don't sell it, rent it, or feed it to a marketing service, and there is no mailing list to be added to. If we don't end up working together and you would rather that thread not sit in my mail, tell me and I'll delete it.
Once you are a client, the documents themselves live in the portal instead of email, foldered by tax year, with a record of who uploaded what and when. How your information is handled covers the rest.
Already a client? Send a note here and I'll point you where you need to go. Tax documents are the exception: anything carrying a Social Security number belongs in the client portal, filed by tax year, never traveling as an email attachment. The public login is still being finalized, so for now this form is the way to reach me.