Contact
Let's start with a real conversation
- Paid consultation, no pitch deck
- Straight answer on whether we fit
- Reschedule yourself any time
Step one
Request a consultation
Every engagement starts the same way: tell us what you are trying to decide, and you will hear back with the right session length and a payment link. All consultations are paid.
The consultation intake form
It asks what you need reviewed and what you are weighing up, so the session is spent answering the question rather than gathering the background. It takes a few minutes.
Request a ConsultationWhat to bringYour entity type, a rough sense of your transaction volume, and last year’s return if the question touches it. Anything you already know shortens the session.
What happens nextYour request is reviewed, usually within one to two business days. You receive a payment link, then a scheduling link once payment clears.
Prefer to write first?
Send us a message
Tell us a little about your practice and we'll come back within one to two business days. If it's urgent, calling is faster.
Other ways to reach us
Prefer a different route?
Before you get in touch
Quick answers
Do you offer free consultations?
No. All consultations are paid, starting at $75. Send the intake form describing what you need reviewed; you will hear back with the session length that fits and a payment link, and the session is scheduled once payment clears. More detail on the consultations page.
How quickly will I hear back?
Messages and emails are answered within one to two business days. Consultation requests are reviewed in the same window, and you receive a payment link before anything is scheduled.
Do I need to come to your office?
No. We're a virtual firm, every meeting happens by video or phone and documents move securely through the client portal. That's how we serve practice owners in all 50 states. The Valley Stream address is our registered office, not a walk-in location.
What should I have ready for the call?
Your entity type, roughly what the practice brought in last year, whether you run payroll, how current your bookkeeping is, and the single financial question that's been nagging at you. Nothing needs to be tidy or prepared, if your books are a mess, that's useful information, not an embarrassment.
I'm an existing client, where do I send documents?
Please use the secure client portal rather than email. It keeps your financial information encrypted and organized in one place. Never send tax documents, Social Security numbers or bank details by ordinary email.
Can you help if I'm not in New York?
Yes, we work with clients throughout the United States. A CPA license carries federal authority for tax matters, and as an Enrolled Agent Safietou can represent clients before the IRS in any state. State-specific filing requirements are handled as part of your engagement.
What if I need to reschedule?
Every confirmation email contains reschedule and cancel links, so you can move the time yourself without emailing anyone. We just ask for as much notice as you can reasonably give.