Thank you for your request

You are about to take the first step toward resolving your tax issue and/or optimizing your tax situation for maximum tax savings and benefit. Briefly, we just want to cover what you can expect after you fill out this request.

Here are our next steps:

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 risk assessments require a deposit to secure your spot on our senior legal team's calendar. 
The deposit for our risk assessments are 100% refundable. In the event that you do not feel value from the engagement, we are more than happy to provide a refund. We can also provide you with a credit toward future services if we mutually feel further engagement is in your best interest. 
We look forward to working with you and, at the very least, getting you pointed in the right direction. Should any questions or concerns arise during this process, our concierge team is more than happy to assist you. I am also always here as a resource for you and next more than a phone call away.


Sam Brotman

Owner and Director of Legal

On Behalf of Brotman Law