Client Portal

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New Client Application

Thank you for your interest in working together! 

Please join this wait list if you are interested in working together for advising and tax preparation and filing.
 

We onboard a limited number of new clients monthly and will reach out to you as soon as possible. 

We will send updates via email with any new opportunities, openings, or just general tax items you need to know. 
 
Please complete the following form so that we can gather some initial information regarding your tax situation and what you’re looking in a tax firm.
Whether your goals are early retirement, specific cash flow,  or the growth of your wholesaling business, our firm is positioned to take action with you.  We work exclusively with real estate investors and are passionate about helping you attain your specific goals.
 
Thank You for taking the time to complete the form! If you seem like a good fit for the firm, and the firm seems like a good fit for your business needs, will we provide a link to schedule a new client consultation.