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.Start with TaxFM
Choose the right kind of help — not just another button.
Fit calls, professional tax analysis, urgent IRS-notice intake, and tax-return onboarding follow different workflows so your request reaches the right process from the start.
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.