Get in Touch


PLEASE NOTE: We no longer accept new clients for tax prep services.

You may still inquire but will have to wait until we have an opening to schedule an initial consultation (2-3 months waitlist).

*If you are strictly interested in bookkeeping services, you may still inquire. Please make a note of your inquiry on our contact page.

Our Process

Complete the form below. We’ll send you an invitation to our portal and an assessment form to let us know what services you’re interested in. Please be sure to check your spam/junk folders for these items!

Once complete, we’ll reach out to you through the portal to schedule an initial consultation via Zoom/phone call/email. After you’ve spoken to us, we’ll send over a proposal for the services needed.

Tax Small Biz

Contact Us