Contact Us *Indicates required field Step 1 of 3 33% I'm a(n)* An individual or family A company or business A nonprofit organization or governmental agency I’m interested in* Tax planning and preparation services Wealth management Our professionals are experts on a wide range of tax situations. The minimum fee for tax services is $2,000.* This fee is acceptable. This fee is not within my budget, but I would like to receive free information that may help resolve my situation. This fee is not within my budget, and no additional contact is necessary. Tell us about your financial situation.*Select all that apply. I own a business I own my home I own rental properties I receive schedule K1 from ownership of partnership interest or S-corp stock I conduct business activity in multiple states What is the approximate value of your investments?* Less than $250,000 $250,000 to $1 million More than $1 million Which business service(s) would you like to discuss?*Check all that apply. Accounting, bookkeeping, outsourced CFO, QuickBooks support Assurance and audit services Coding and documentation audits, Medicare/Medicaid cost reporting Exit planning, transaction advisory, valuations Risk advisory, cybersecurity, internal audit, SOC examinations, consulting Tax services, return preparation, planning, estate planning, IRS representation Technology, managed IT, cloud solutions, business continuity solutions Wealth management Other Which nonprofit industry services would you like to discuss?*Check all that apply. Accounting, bookkeeping, outsourced CFO, QuickBooks support Assurance and audit services Risk advisory, cybersecurity, internal audit, IT audit, consulting Technology, managed IT, cloud solutions, business continuity solutions Form 990 and Form 990-EZ preparation Other What is your organization’s annual budget?*Company or organization name* Please share additional details or concerns that could be relevant to this engagement.*Name* First Last Phone*Email*