Inquiry

Describe the project.

I run a conflict check, then reply with a flat-fee quote. Replies go to the email address you provide.

Do not include client names, account numbers, or documents in this form. A conflict check comes first.

Name (required)

Firm (required)

Email (required)

State (required)

Type of matter (required)

What you have

The kinds of records, for example bank statements, brokerage statements, a prior accounting, or receipts. Describe them. Do not attach or paste them.

What you need (required)

The deliverable, for example a fiduciary accounting, reconstructed account activity, a Second Look review, or something else.

Period covered

Approximate number of accounts

Court or filing deadline, if any

Anything else

I use what you send only to respond. See Privacy.