Sign Up Join our waitlist to secure your spot for personalized, top-tier financial services. Our expanding team is dedicated to meeting your unique needs with enhanced efficiency and expertise. New Client Waitlist Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastBusiness Name (if applicable)Email *Phone NumberWhat type of tax services are you looking for?Individual tax preparationSmall business tax preparationBoth individual and business tax preparationThird Choice Do you have any alternate sources of income (e.g., rental properties, investments, freelance work, etc.)?YesNoIf your answer to the question above was "yes," please specify . Are you currently using or interested in any additional financial services? (Check all that apply)BookkeepingPayroll managementTax planning and consultingFinancial advisory services How do you currently manage your financial records and transactions?I handle them myselfI use software (e.g., QuickBooks, FreshBooks)I have an in-house bookkeeper/accountantI outsource to a third-party serviceCheckboxesMaximizing tax savingsEnsuring compliance with tax lawsReducing administrative burdenPlanning for future financial stabilityOtherSubmit