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Work with me

This short intake helps me understand your situation and determine whether we’re a good fit. I review each submission personally and follow up with next steps if it looks like I can support you.

Prefer to reach out directly?
Call us at 401-300-4533

If you were referred to us by someone, please include their name and email address so we may thank them.

Are you comfortable using technology? We work exclusively with cloud-based software, and all tax organizers and documents must be completed and uploaded online.
Yes
No
Are you comfortable working with us remotely?
Yes
No
Do you currently have an accountant?
Yes
No
What services are you interested in?
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