Which Best Describes Your Situation?
I received an IRS notice. My return is being examined. I disagree with an IRS adjustment or conclusion. The IRS says I owe money. I'm concerned about something on a prior tax return. My business tax situation has become more complicated. I need an independent review or second opinion. I have an executive compensation or employee benefits tax issue. I'm a CPA, EA, attorney, or financial advisor seeking specialized support. I'm not sure.You don't need to select the perfect category. These questions simply help us understand why you're contacting GWD.
What Happens Next?
1. Tell Us What's Happening
Provide enough information for us to understand the general nature of the matter.
2. We Assess the Situation
We determine whether the matter appears to fit GWD's services and whether additional information is needed.
3. We Define the Next Step
If GWD can assist, we explain the proposed scope, responsibilities, deliverables, and fees before substantive work begins.
If another type of professional or service appears more appropriate, we will tell you.
Already Working With Another Professional?
You do not necessarily need to change advisors.
GWD can work with your existing CPA, EA, attorney, financial advisor, or other professional on a defined tax matter.
Protect Sensitive Information
Please do not send Social Security numbers, complete tax returns, account transcripts, or other sensitive tax information through ordinary website forms or unsecured email unless specifically instructed.
Secure document-transfer instructions can be provided when necessary.
Not Sure Where Your Situation Fits?
That's exactly what Start Here is for.
Tell us what's happening. We'll help determine the next step.
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