Thank you for taking the first step in building your tax action plan.

A member of our client concierge team will reach out to you within 24 hours or by the next business day. 

Every Single Successful Resolution to a Tax Issue
in Our Firm Starts With
a Tax Action Plan.

Do You Need to Speak with Someone Immediately?
If So, Please Call Our Concierge Team at
(619) 378-3138.

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What Happens Next?

Here is what you can expect once you fill out the form to the right and send it to us:

A member of our concierge team will contact you within 24 hours or on the next business day to walk you through our intake and conflicts screening process.

Should your situation be urgent, we ask that you bypass this form and call our office directly for faster service. The intake process takes less than 15 minutes to complete.

Our team will schedule the appointment with one of our senior legal team members (usually Sam directly) and will take a credit card over the phone or send you a link to submit a $500 deposit.

Our tax action plan sessions are paid consultations. However, the cost of building the tax action plan is 100% refundable. In the event that you do not feel value from the engagement, we are more than happy to provide a refund. In situations where the tax action plan is short and you retain our services, we will normally credit the cost of the building toward the initial retainer deposit.

We look forward to meeting with you and helping you build a path to tax relief and resolution. For faster service or with any questions/concerns, please contact our office directly at (619) 378-3138 or at concierge@sambrotman.com.

We are never more than a phone call or email away.