Find Out If We're a Good Fit
We limit our practice so every client receives focused, personal attention. Our brief application helps us understand your needs and determine how we can best help you.
Why We Use an Application Process
We're not a high-volume tax mill. We take time to understand each client's situation and provide personalized guidance.
Personal Attention
We limit our client base so we can give each person the time and attention they deserve.
Respect Your Time
We review your situation before we meet, so our first conversation is productive.
Right Fit Matters
We want to make sure we can truly help your unique situation.
How to Apply
Three simple steps to get started.
Download
Download our application form (PDF)
Complete
Fill out the form with your information
Upload
Submit via our secure client portal
Ready to Get Started?
Download the application form and take the first step toward getting expert tax and accounting help.
What Happens After You Apply
Application review
We review all applications and may contact you if there's a good fit.
Clear next steps
If we're a good fit, we'll provide a document checklist and schedule a time to discuss your needs.
Honest assessment
If we're not the right fit, we'll let you know and suggest alternatives when possible.
Important Information
- Privacy: Do not include sensitive information such as Social Security numbers, bank account numbers, or passwords in the application form.
- Pre-Qualification: Submitting this application does not establish a client relationship or guarantee acceptance.
- What Happens Next: We review all applications and may contact you if there's a good fit. If we determine we can serve you effectively, we will provide an engagement letter outlining services, fees, and terms before beginning any work. No services are provided until both parties sign the engagement letter.
Continuing a Legacy
Attention
Serving San Diego
Have Questions First?
Not sure if we're the right fit? Learn more about our services or reach out with questions.