ABOUT THE FIRM
IRS & FTB AUDITS
ESTATE & TRUST
Instructions To Fill Out Quote Request
1. All fields are required.
2. Provide accurate answers for accurate quote.
3. Specify other forms, information not listed above.
4. Specify tax situation, if needed in Other Forms.
5. Ensure your answers are correct. Submit
Online Services Terms & Conditions:
1. Our service types do not constitute any accountant-client contract until all engagement agreements with our Firm are signed and service payments have been made.
2. Client should provide complete and correct information when submitting this quote request.
3. Our initial quote offers are estimated only based on your tax item selections. It is not a guarantee. Your tax documents and prior year tax returns are required for a firm quote.
4. No solicitation or other irrelevant questions or requests are allowed.
5. Your quote request will be reviewed and responded in the order it is received. Please allow at least a few business days.
Your Business Tax Quote Request Is Submitted And Will Be Reviewed By Our Team. We Will Respond To You During Our Office Hours In The Order Of Your Request Is Received. Thank You For Your Patience And Understanding!
Solutions For Your Needs
Our Professional Services Focus On Quality.
Personal & Business Tax Planning And Advisory, Tax Projections.