Contact

Tell Tony what changed since the last return.

A new client does not need to arrive with every answer or document. Start with the event, question, or concern, and the team will help determine what matters and how the conversation should continue.

Guided Inquiry

Start with what changed.

A few details help the office route your inquiry to the right professional before the first call.

Please do not include Social Security numbers, complete notices, or confidential tax documents in this form. Secure instructions will be provided after the initial conversation.

What happens after you send it
  • The firm normally responds within one to two business days.
  • Tony reviews new inquiries and decides who should handle the conversation.
  • The introductory conversation covers what changed, what you need, and what the firm would need from you.
  • Prior returns, records and notices are requested afterward through secure instructions — never through this page.
  • Scope, timing, responsibilities and fees are reviewed before work begins.