GET STARTED
Tell me about your tax situation.
This short intake gives me the broad facts I need to review your situation before a consultation.
You don't need to know which forms, exclusions, credits, or filing procedure apply. Tell me what you know, and I'll determine the appropriate next step.
Country is enough.
If you are in the United States, describe the foreign or prior-abroad facts first. The intake is for fit and scope; do not send sensitive tax documents through the public form.