Contact

Get in touch.

Call, email, or send us a note. We reply within one business day.

Direct lines

However you like to reach us.

Phone, email, or the form, whatever's easiest. Every message reaches a real person, and every consultation goes straight to Daniel.

Send us a note

Tell us what you're working on.

A few details help us route your message to the right person and come prepared with something useful.

We reply within one business day. Your information stays with our team.

Visit

The office.

Planning meetings, deliverable reviews, and in-person work happen here. Most day-to-day advisory runs remotely, but the door is open.

1277 E Grand Ave, Suite B
Arroyo Grande, CA 93420
Get directions →

What to expect

From first message to first meeting.

No sales funnel, no back-and-forth with assistants. Every prospective client starts with a direct conversation with the managing partner.

01

You reach out

Call, email, or book a consultation. We'll send a short new-client questionnaire and ask for your most recently filed return.

02

A one-hour meeting with Daniel

Complimentary, in person or via video. We review your situation, identify what's been left on the table, and share a personalized fee estimate.

03

A clear next step

If we're a fit, we'll send an engagement letter and a tier-specific onboarding roadmap. If we're not, we'll point you toward a firm that is.