Contact
Let’s talk about your taxes.
Tell us a little about your situation and we will point you to the right next step. No pressure, no obligation.
- A real person reads every message
- Three Western New York offices, or work with us entirely online
- Individuals, families and businesses welcome
Monday to Friday
9:00 AM to 5:00 PM, with extended hours during tax season.
Not local? That is common. Documents and signatures run through the secure portal, so distance is not an issue.
Send us a note
Takes about a minute.
Please do not send Social Security numbers, account numbers or tax documents through this form. Existing clients should use the secure client portal.
What happens next
Three steps, no surprises.
You send a note
Tell us what you are dealing with. A few sentences is plenty to start.
We follow up
We reply with a few questions so we understand your situation before we talk numbers.
We map next steps
A short conversation, in person or online, and a clear recommendation you can act on.
Prefer to talk
Three offices across Western New York.
Ready to become a client?
Start your onboarding online, or sign in to the secure portal to send documents.
Offices are open Monday to Friday, 9:00 AM to 5:00 PM, with extended hours during tax season. We work with clients across the country and overseas.