Become a Client

We’ve built a simple four-step process for new clients to begin a working relationship with our firm.


Initial Consultation

If you have questions about our services or want to discuss your situation before hiring us, please schedule an initial consultation. Not all new clients need a consultation. If you already know what services you want us to provide, skip ahead to step 2.

Client Intake Form & Deposit

Once you know which services you want us to provide, the next step is to fill out our Client Intake Form. This form gathers the information we’ll need to accept you as a client of the firm. If you're signing up for tax preparation services, we'll also have you make payment of a $500 deposit when the New Client Intake Form is submitted.

Follow-up and Cost Estimate

After we receive your New Client Intake Form, we will reach out to you via telephone or email to gather any additional information we might need. We will also discuss the services you want us to perform and provide a cost estimate.

Legal Services Agreement

At this point, we will send you a Legal Services Agreement, which you can sign electronically. This formally establishes our attorney-client relationship. If you haven't already, we’ll also have you make payment of the required retainer. The amount of the retainer will depend on the type and extent of services you need.