Start with the free meeting.
The first meeting is free, and it's a conversation, not a pitch. Bring the shoebox of receipts. You will not be judged.
Call
(555) 014-3319
MON–FRI 9AM–5PM. During tax season the hours stretch; the coffee is worse but the phone still gets answered.
Visit
310 Court Street, Suite 204
Above the courthouse square, elevator at the back of the lobby. Metered parking out front; we keep quarters at the front desk because we've all been there.
What to bring
Whatever you have, in whatever state it's in. Last year's return helps. Bank statements help more. The shoebox is genuinely fine; it will not be the worst one we've seen this month.
Everything you share is confidential from the first hello, engagement letter or not.