Request work

Describe the task. We'll scope it before anything starts.

A high-level description is enough. We reply to discuss the deliverable, assumptions, secure document workflow, timing, review needs, and a tailored quote.

What happens next

01Send it. Send a high-level request with what you need and the target date. Engagement data and source documents are exchanged only through the secure workflow agreed after onboarding.
02We scope it. We confirm the deliverable, assumptions, inputs, timing, review needs, and tailored quote before work begins.
03Our offshore team gets to work. Offshore Chartered Accountants prepare the work using the templates, standards, and instructions agreed in scoping. The current delivery team is based in India; this does not imply U.S. CPA licensure.
04Quality review. A U.S.-based CPA reviews the work against the agreed scope and review standards before it reaches you, with open items and assumptions clearly flagged.
05It's back in your hands. You receive the deliverable with a summary of what was done and what is still open. You retain final review and approval.

Do not send source documents through this public form. Engagement data is exchanged only through the client-approved workflow agreed after onboarding. You retain final review and approval.