Free introductory call
A 15-minute fit and urgency call for a new client. We identify the general need, whether TaxFM is the right practice, and the appropriate next step.
No document review, calculations, or case-specific tax advice.Contact TaxFM
Let’s discuss your tax situation.
Whether you need tax preparation, planning, IRS representation, ITIN support, or guidance for a business tax matter, choose the most appropriate way to get started.
Choose the right starting point
Four different needs. Four clear next steps.
Choose the option that matches what you need now. A free introductory call is not a tax-advice session, and an inquiry is not yet an engagement.
60-minute tax consultation
A paid session for a substantive question, return review, calculations, planning, or a professional assessment of specific facts.
Additional research, written analysis, or implementation may be quoted separately.IRS notice intake
Use the focused form to provide the notice number, tax period, response deadline, and a short history so TaxFM can assess urgency and scope.
Do not send SSNs, full returns, or identity documents through an ordinary web form.Tax-return onboarding
New clients can request onboarding and identify the return needed. Existing clients should use the secure portal for documents, signatures, and messages.
Work begins only after scope confirmation, engagement documents, and required intake are complete.Send a Message
Tell TaxFM what you are dealing with.
A few lines are enough to start. TaxFM replies by email, usually within one business day.
Before You Contact Us
Help us understand what you need.
- Type of assistance needed
- Tax year or filing period involved
- Individual or business matter
- States involved, if applicable
- Whether an IRS or state notice was received
- Any relevant deadline shown on the notice
Please do not send Social Security numbers, tax returns, identification documents, or other sensitive information by ordinary email. TaxFM will provide a secure method for document exchange when appropriate.