Book a consultation.

Tell me a little about your situation and I’ll email you back to set up a call or video chat. The quick questions below help me send a checklist that fits you.

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Your details

Your name

Phone (optional)

About your return

What do you need help with?

Filing status

Number of dependents

Which tax year is this for?

Are you behind on filing any years?

Income types (check all that apply)

How is your business set up?

Did you buy or sell a home in that tax year?

One last thing

Did someone refer you? (optional)

Anything I should know?

Please don’t put Social Security numbers or account details in this form. Once we’ve talked, I’ll send you a secure way to upload documents.

ifigueroa@primewealthco.com

Availability

Accepting new clients

Appointments

Phone or video

If you’re local, we can arrange to meet in person.