Schedule a consultation
An introductory conversation with the practice that fits your situation. Choose the practice, then pick a time. If you are not sure which practice, choose any one; if another is the better fit, they will hand you over.
Which practice do you want to meet with?
Not sure? Answer three quick questions and we will point you to the right one.
Pick a time with your practice
Request received.
The practice will confirm a time by email. If you already have a portal account, you can also message the team there.
First conversations are by phone, video, or in person. Bring nothing; last year's return helps if you have it. Fees are quoted in the engagement letter afterward.