Schedule your free financial consultation, from anywhere in the Dallas Fort Worth area and beyond

Reach out and tell us what's going on — there's space in the contact form to describe your situation, and flagging it as time-sensitive helps us prioritize. We do our best to get urgent matters scheduled quickly, and one piece of reassurance in the meantime: most deadlines, even IRS ones, have more room (30 days or more) and more options than they feel like they do. Don't let panic keep you from reaching out.

The first call is a conversation, not a document review. Just come ready to talk about your situation and what you're looking for. If we move forward together, we'll send you a clear list of what we need and secure portal access for sharing documents.

Yes. Everything you share with us stays between you and our team, whether or not you become a client. We use secure, encrypted portals for documents rather than email attachments, and we never discuss your situation with anyone without your authorization. That includes business partners, family members, and anyone else — you decide who's in the conversation.

We’ve made a commitment to keep all client information in the U.S. We know many firms are reducing overhead by off-shoring data to countries like India or the Philippines, but we are committed to storing data locally. Keeping your information confidential is of utmost importance to our team.

Actually, we would rather you didn’t clean things up first! Cleaning up on your own often creates more work to untangle later. Come as you are, mess included. We've helped clients start from shoeboxes of receipts, years of unfiled returns, and books that haven't been touched since the business launched. Behind is a starting point, not a disqualification.

The consultation is free and comes with zero obligation. It exists so both of us can figure out whether we're the right fit. If we are, we'll lay out exactly what an engagement would look like, including pricing, before you commit to anything. If we're not, we'll tell you honestly and point you in a better direction.