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Tell Me What You Need

New clients: use the contact form. I review each submission personally. If the request fits current scope and capacity, I may reply in writing with availability, next steps, and a proposed scope and quote. Submitting does not promise a response or outcome.

If the form is unavailable, email taxhelp@monacocpa.cpa. Do not send Social Security numbers or other sensitive records by email.

Existing client? Log in

Quoted or interviewed in

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1

Fill out form

~2 minutes

2

Greg reviews

Personally

3

Written next steps

If scope and capacity fit

Credential status: verify·Written intake · Avoid sensitive records

Form sections

  1. About You
  2. Describe Your Request
  3. Pricing Info
  4. Submit
About You

About You

Use an address where you can receive any written response.

If you want a possible phone follow-up, include the best number. Leaving this blank does not affect written intake review.

What do you need help with? (required)

Describe Your Request

Please provide at least 30 characters. Do not include Social Security numbers, account numbers, tax IDs, passwords, or documents here.

Sensitive information warning

Do not include sensitive information. Do not enter Social Security numbers, tax identification numbers, financial account numbers, passwords, authentication codes, or tax documents here. If work is accepted, follow the document-exchange instructions provided in writing.

Optional Pricing Details

These details can help me decide whether to offer written scope and pricing. All fields below are optional.

Helps me estimate your return complexity.

Approximate Annual Income(optional)
Under $50,000
$50,000 – $100,000
$100,000 – $200,000
$200,000 – $500,000
$500,000+
Prefer not to say

Optional. You may leave this blank. If provided, it may be considered during written intake if a response is offered.

This written intake form is not a document portal. Do not submit Social Security numbers, tax IDs, financial-account numbers, passwords, authentication codes, or tax documents. Review the Privacy Policy before submitting.

Gregory Monaco, CPA LLC doing business as Monaco CPA