Free initial discovery

What would you like help with?

Tell us your main concern. Unknown answers are welcome.

A complete first conversation

Start with your main concern.

With your permission, we also check for related bookkeeping, personal tax, business tax and notice needs. You decide which next steps to pursue; identifying a need does not add services or charges.

Bookkeeping

Current records, monthly support, year-end work or historical cleanup.

Personal taxes

Missing return years, self-employment records and related state filings.

Business taxes

Entity returns, filing periods and books needed for preparation.

Agency notices

Agency, notice date, reported deadline and whether professional review is urgent.

Before any paid work

Know what the next step covers.

Routine bookkeeping proceeds to scoping and a quote. Tax assessment consultations cost $99 USD; return preparation and representation are separate.

A complex historical bookkeeping assessment may be proposed after review. Its scope and any fee must be agreed first. No automatic charge is added for a related need.

Online requests

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Contact 888-422-2835 or contact@u3support.com about the next step. Do not send sensitive records by email.