Let’s talk.
A free 30-minute discovery call with a partner. Tell us what’s stressing you out about money — we’ll tell you what we’d fix first, and exactly what it would cost.
Reach us directly
New York CPAs,
actually reachable.
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Phone
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Email
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LocationNew York, NY · Remote in all 50 states
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HoursMon–Fri · 8am–6pm ET
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Response timeWithin one business day
Request received!
We’ll reach out within one business day to schedule your free discovery call. Check your inbox — and your spam folder just in case.
Before you call
Quick answers
Is the discovery call really free? +
Yes — 30 minutes with a partner, no charge, no obligation. If we’re not the right fit, we’ll say so and point you toward someone who is.
Do I need to be in New York to work with you? +
No. We’re a New York City firm, but we serve clients remotely in all 50 states through a secure portal, video calls, and e-signatures.
What should I have ready for the call? +
Last year’s tax return and access to your bookkeeping file are helpful, but optional. The most useful thing you can bring is an honest description of what’s bothering you.
How fast can you start? +
Proposal within 48 hours of the call; onboarding done and first clean close delivered within 14 days. Urgent matters — IRS deadlines, closings — get triaged same-week.