Get in Touch
We're here to help with your estate, trust, or succession accounting needs. Fill out the form below and we'll respond within one business day.
Contact Form
What to Expect
Quick Response
We respond to all inquiries within one business day, usually sooner.
Initial Consultation
We'll schedule a call to understand your situation and discuss how we might help.
No Obligation
There's no obligation to proceed after our initial conversation.
Types of Inquiries
We welcome inquiries about:
- • Estate and trust accounting services
- • Fiduciary tax preparation needs
- • Succession planning support
- • Questions about our services
- • General accounting inquiries
Privacy Note
Your privacy is important to us. Information you submit through this form is used solely to respond to your inquiry and is protected in accordance with our Privacy Policy. We will never share your information with third parties without your consent.
Frequently Asked Questions
How quickly will you respond to my inquiry?
We respond to all inquiries within one business day. In many cases, you'll hear from us the same day you reach out.
Is there a fee for the initial consultation?
No, the initial consultation is complimentary. We want to understand your needs and determine if we're a good fit before discussing any engagement.
What information should I include in my message?
Share as much or as little as you're comfortable with. At minimum, let us know what type of accounting support you're looking for. The more detail you provide about your situation, the better we can prepare for our conversation.
Do you work with clients outside your local area?
Yes, we work with clients across the United States. Most of our services can be provided remotely, though some situations may require in-person meetings.
What if I'm not sure which service I need?
That's perfectly fine. Part of our initial conversation is helping you understand what type of accounting support would be most beneficial for your situation.