Schedule an Intro Call
Use this form to describe your situation. Joshua will review it and follow up within 24 hours to schedule a time. No sensitive documents should be submitted here.
What to expect
A request is not an engagement
Submitting this form begins a conversation. No commitment is made until scope, timing, and fees are confirmed separately.
No sensitive documents needed
Do not submit tax returns, IRS notices, Social Security numbers, or any confidential records through this form.
Joshua follows up within 24 hours
After reviewing your request, Joshua will reach out using your preferred contact method — typically within one business day.
Before your intro call
If you have received any letters from the IRS or Oregon DOR, keep them and their envelopes available for your call. Postmark dates can affect response deadlines. Josh will provide secure instructions if documents are needed.
Ways to connect