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Tell us what's going on and you'll get a straight answer on what it requires and what it costs. There is no fee for the initial conversation and no obligation to engage.
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Fields marked * are required. Most messages get a reply within one business day.
Before you write
Questions people ask first
What should I include in my message?
Enough to make the situation clear: what kind of return or issue it is, roughly how complex your year was, and any deadline you're working against. If it's an IRS notice, the notice number and the date on the letter. Never include Social Security numbers or account numbers in a web form or email.
How quickly will I hear back?
Typically within one business day. During peak filing season, response times can stretch slightly — if a matter is genuinely time-sensitive, say so in the message or call directly.
Do you take clients outside your state?
Yes. Enrolled Agent licensure is federal, so there is no geographic restriction on where clients can be. State return preparation is handled for all states that impose an income tax, and the entire engagement runs remotely.
How do I send documents securely?
Not through this form and not by ordinary email. Once we've connected, you'll receive a link to a secure upload channel for anything containing personal identifiers.