Contact
Tell us about your situation.
Pick a time below. A thirty-minute call, no charge, and no obligation to engage us afterwards.
Book a time
Tell us what you own, how it is held, and what you are trying to solve this year. Rough numbers are fine. Most first calls end with a clear view of what is involved.
Fees
You will hear a fee range on the call itself, not in a follow-up email. Anything we take on is scoped in writing at a fixed fee. Detailed work on your own numbers is a paid engagement and we will say so on the call.
Where we work
Anywhere in the U.S., plus Puerto Rico, and Americans living abroad. U.S. and Puerto Rico returns are both prepared in house, so there is no second firm to coordinate with.
What we refer out
Cost segregation studies, investment advice, and filings in a foreign country are not ours. We work with people we trust in each and will introduce you.
What to expect
Three things happen on a first call.
You describe the situation
What you do, where you are, what changed this year, and what you are worried about. Rough numbers are fine.
We give you our read
What we see in your situation, what is worth doing, and what is not.
You get a fixed fee
In writing, afterwards, if there is work to do. No hourly billing and no invoice you did not see coming.
Prefer to write?
Send a few details and we will come back to you.
Telephone
Offices
New York
244 Fifth Avenue, Suite D203
New York, NY 10001
San Juan
403 Calle del Parque, Suite 901
San Juan, PR 00912