Contact
Request a consultation
The best way to reach us is by email. Tell us a little about your situation and we will follow up to schedule an appointment, in person or virtually.
Before you write
What to include in your email
A few details help us prepare for a useful first conversation.
Please include
- Your name and the best way to reach you
- Whether you are an individual or a business
- A short description of what you need help with
- Whether you prefer an in-person or virtual meeting
- Any deadlines you are working against
Please do not include
- Social Security numbers
- Bank account or routing numbers
- Tax returns, W-2s, 1099s, or other tax documents
- Passwords or account logins
We will arrange a secure way to exchange documents once your consultation is scheduled.
What happens next
After you reach out
We review your message
We read your email and consider what you need.
We follow up
We reply to schedule your consultation and let you know how to prepare.
We meet
You choose in-person or virtual, and we talk through your situation and next steps.
Service area
Serving clients nationwide
Virtual appointments are available to clients across the United States. In-person appointments are arranged by agreement.
Is there a charge for the first conversation?
Please ask when you write to us. We will be clear about any fees before you commit to anything.
Do you serve government and organizational clients?
Yes. Tell us a little about your organization and what you are looking for, and we will follow up.