In order to get a free tax estimate, the following must be provided:

• Prior year’s tax return

• Description of how your situation has changed from the prior tax year

• Explanation of why you’re looking for a new CPA

  *We are very sympathetic to data security here at Santagado CPA Accounting Services LLC. Please send all sensitive information via my secure email portal. Click on this link to send documents securely. Please use my secure email portal.

All appointments are virtual unless otherwise agreed upon. We look forward to your response, and please let us know if you have questions or concerns.