You Shouldn't Navigate This Alone
When you're managing a parent's taxes or serving as trustee, you need expert guidance from someone who understands both the rules and the emotions involved.
Why We Use an Application Process
We limit our practice so every client receives focused, personal attention. This brief application helps us understand if we're the right fit for your situation.
Specialized Expertise
Complex situations deserve specialized attention, not a one-size-fits-all approach.
Respect Your Time
We review your situation before we meet, so our first conversation is productive.
Right Fit Matters
We want to make sure we can truly help your family's unique situation.
How to Apply
Three simple steps to get started.
Download
Download our application form (PDF)
Complete
Fill out the form with your information
Upload
Submit via our secure client portal
Ready to Get Started?
Download the application form and take the first step toward getting the help your family needs.
What Happens After You Apply
Review within 2 business days
We'll review your application and respond via email with our decision.
Clear next steps
If we're a good fit, we'll provide a document checklist and schedule a time to discuss your situation.
Honest assessment
If we're not the right fit, we'll let you know and suggest alternatives when possible.
Important Information
- Privacy: Do not include sensitive information such as Social Security numbers, bank account numbers, or passwords in the application form.
- Pre-Qualification: Submitting this application does not establish a client relationship or guarantee acceptance. We will review your submission and respond to let you know if we can help.
Continuing a Legacy
Attention
Serving San Diego Families
Have Questions First?
Not sure if Elder Tax services are right for you? Read our free guide or reach out with questions.