We review your request
WMA reviews the information to understand your general needs.
After you submit
What happens next?
WMA follows a clear process to understand your needs, determine fit and scope, and provide the appropriate next step.
Consultation process
A clear path from inquiry to engagement.
We contact you
If the inquiry appears to be within WMA’s service scope, we arrange a conversation or request limited additional information.
We discuss fit and scope
The initial discussion helps determine the appropriate service, complexity, and timing.
You receive next steps
This may be a written proposal, paid consultation, document request, accounting assessment, or tax-intake process.
Before you get started
Consultation details
Complimentary discovery call
WMA offers a complimentary discovery call, generally around 20 minutes, for fit and scoping. It does not include substantive tax advice, technical accounting analysis, detailed QuickBooks troubleshooting, tax projections, entity-selection recommendations, tax-return review, or written professional recommendations.
Paid professional consultations
Tax Planning Consultations start at $400. Accounting and advisory consultations are priced according to the nature and scope of the issue.
Already a WMA client?
Use the secure Client Portal for authorized document-sharing, engagement, and account functions.
Client PortalNo client relationship
Submitting an inquiry, participating in a discovery call, or receiving general information from WMA does not establish a client relationship. A client relationship begins only after the applicable engagement agreement has been accepted by WMA and the client.
Ready to begin?
Complete the consultation request form and tell WMA briefly how we can help.