GET IN TOUCH

Submit a request for a free consultation or a quote for service.

  • Please fill out the form to detail your tax situation and needs. Please provide as much detail as possible so we can provide an accurate response.
  • Upon completing the form, you will be contacted by a tax professional from our office. We will contact you the same day and usually within the hour.
  • At the end of the consultation, we can detail what solutions we have available for your needs and provide a flat pricing quote.
  • If you’re looking for Individual Tax support fill out our Tax Intake.
  • For Virtual CFO service inquiries fill out our Virtual CFO intake.

    First Name
    Last Name
    Business Name
    Email
    Phone

    Please tell us briefly about your current situation and specific tax questions or needs.*

    individual tax

    You can get started by completing our easy online tax intake form. We then will review your intake & design a package that fits your individual needs. Within 24 hours, we’ll call you to discuss the next steps for your taxes.

    Get Started

    virtual cfo

    You can get started by completing our Virtual CFO intake form. We then will review your intake & work with you to select a package that fits your business’s needs. Within 24 hours, we’ll call you to discuss the next steps for your business.

    Get Started

    VISIT OUR OFFICE

    380 Washington St. Suite 2-2
    Brighton, MA 02135

    Phone: (617) 651-0531

    Email: [email protected]

    HOURS

    Monday – Friday – 9am to 5pm

    Saturday – By Appointment

    Sunday – Closed