Get Expert Tax Technology Guidance

Choose the consultation format that best fits your needs. From quick questions to comprehensive strategic assessments, our experts are ready to help.

Choose Your Consultation Type

Tailored engagement options designed for different needs and time constraints.

Most Popular

Quick Question

15 Minutes
Complimentary Phone Consultation
  • Immediate compliance concerns
  • Brief strategic guidance
  • Vendor recommendation clarity
  • Same-day availability

Strategic Discussion

45 Minutes
Comprehensive Discovery Call
  • Current state assessment
  • Risk identification
  • Strategic roadmap outline
  • Next steps recommendations

Comprehensive Assessment

Project Scoping
Detailed Engagement Planning
  • Full risk assessment scope
  • Timeline development
  • Investment discussion
  • Formal proposal delivery

Get Started Today

Tell us about your needs and we'll connect you with the right expert.

Direct Contact Options

Reach out directly to our senior consultants for immediate assistance.

Michael Chen - Senior Partner

Michael Chen

Senior Partner, Strategic Consulting

Sarah Rodriguez - Tax Technology Director

Sarah Rodriguez

Director, Tax Technology

David Thompson - Implementation Lead

David Thompson

Lead, Implementation Services

Frequently Asked Questions

Common questions about our consultation process and engagement models.

Office Locations

In-person consultations available at our regional offices.

New York

Financial District Headquarters

200 Liberty Street, Suite 3000

New York, NY 10281

+1 (212) 555-0100

Chicago

Midwest Regional Office

233 S Wacker Drive, Suite 4500

Chicago, IL 60606

+1 (312) 555-0200

San Francisco

West Coast Technology Hub

555 California Street, Suite 2700

San Francisco, CA 94104

+1 (415) 555-0300