Start with what is changing.
Share the general planning topic and timing. Please do not include tax returns, identification numbers, account credentials or other confidential documents.
Bring tax into the conversation before the next decision.
Tell us what is changing—formation, financing, equity, expansion or a potential exit. We will determine whether a founder-focused tax consultation is an appropriate next step.
Approved intake path
HeyFounderCPA does not collect inquiry details. Consultation requests continue through JH Group CPA’s screened intake workflow, with secure portal instructions provided when documents are needed.