Tell Me What You Need
Tell me what you need using the form. I read each inquiry myself and do my best to reply within a week.
If the form is unavailable, email taxhelp@monacocpa.cpa. Do not send Social Security numbers or other sensitive records by email.
Existing client? Log inFill out form
No account needed
Greg reviews
Personally
Written next steps
If scope and capacity fit
How This Works
Fill out this form
No account creation needed.
I review your request
I read each request, decide whether to offer a written scope and price, and remain your primary contact. I am the sole practitioner.
Possible written proposal
Any offer comes in writing, with availability, next steps, and a proposed scope and fee. No result is promised.
If Greg Offers Work
- The proposed written scope
- The proposed fee and payment terms
- An estimated completion timeline
- No engagement until written terms are accepted
Written Intake
Use the form on this page for new-client requests.
Helpful to include:
- The service you need
- Your business or entity type, if any
- The tax years involved
- Your timing
Not sure which service you need? Choose "Not sure? I need guidance" and describe what you are trying to get done and the records you have now. Please do not include tax documents or sensitive identifiers in your first message.
Gregory Monaco, CPA LLC doing business as Monaco CPA