To ensure every conversation is focused, productive, and tailored to your needs, we require all prospective clients to complete an intake form before scheduling a call.
If you are interested in services, including tax planning or cost segregation, an intake form is required.
We do not schedule calls without a completed intake.
Once submitted, we will review your information and reach out by email within two business days if we are a good fit.
Start the Intake FormTakes 2-3 minutes to complete