Contact TFS
Let’s start with a fit conversation.
Tell us a little about your situation and we’ll follow up to schedule a fit conversation. We only ask for non-sensitive basics here — please don’t send any tax documents through this page.
Request a fit conversation
Only name, email, and consent are required. Everything else helps us route you — leave anything sensitive out.
- Takes about two minutes
- No documents, no obligation
- We reply within one business day
Submitting this form does not create a CPA-client relationship or an engagement. Please leave out SSNs, EINs, account numbers, and any other sensitive details.
We’ll never ask for sensitive documents here.
There’s no upload on this page, and we never collect identity or tax documents through the public website. Please don’t send any of the following — they’re collected securely in the client portal only after engagement:
- SSNs or EINs
- Tax returns or IRS / state notices
- Bank, brokerage, or payroll statements
- Trust, estate, or K-1 documents
Prefer to book directly?
Schedule a fit conversation.
Pick a time that works for you. We’ll confirm whether TFS is the right fit and which package matches your situation.
Schedule a Fit ConversationThorough Financial Services
Gaithersburg, MD
A fit conversation helps TFS understand your situation and likely package fit. It is not a tax-planning engagement, proposal, or client relationship. Final scope and pricing depend on CPA review and a signed engagement letter.
Website disclaimer
Information on this website is for general educational and informational purposes only. It is not tax, legal, accounting, investment, or financial advice. No CPA-client relationship is created until an engagement letter is signed and accepted. Do not submit SSNs, EINs, tax returns, notices, bank statements, payroll reports, trust documents, estate documents, or other sensitive tax information through public website forms.
Request a fit conversation
The form couldn’t load. You can schedule a fit conversation directly instead — or email us and we’ll follow up.
Submitting this form does not create a CPA-client relationship or an engagement. Please leave out SSNs, EINs, account numbers, and any other sensitive details.