A few questions, about two minutes. If we’re the right firm for your situation, you’ll go straight to a calendar and pick a time. If we’re not, we’ll tell you honestly and point you somewhere more useful.
Most people go straight to the calendar. For a few situations we want to speak with you first, and our office will reach out.
A partner reviews what you've told us in advance, so the consultation starts with your situation rather than with a form.
What we'd do, what it would take, and what it costs. If we're not the right firm, we'll say so on that call rather than sell you something.
23801 Calabasas Road, Suite 2004, Calabasas, CA 91302
818-721-8078
Monday–Friday: 9am - 6pm
Clients nationwide. In-person meetings available in the Los Angeles area.
Nothing formal. If you have IRS or state notices, having them nearby helps. For CFO enquiries, a rough sense of revenue and what triggered the search is enough to start.
Everyone who calls us about a tax problem says a version of this. We have seen further behind than you are, and we are not going to lecture you about it. It only gets harder while it waits.
Pick the closest one. Part of the consultation is working out what you actually need, which is sometimes not what you came in for.
