Let's Talk About Your Situation

Schedule a free 30-minute consultation with one of our CPAs. No obligation, no pressure—just straight answers about whether we can help.

Get Started with a Free Consultation

Tell us about your situation and we'll set up a time to talk. You'll speak directly with one of our experienced CPAs—not a sales person.

What to expect:

  • ✓ We'll get back to you by the next business day (usually same day)
  • ✓ A real conversation with an experienced CPA—not a sales pitch
  • ✓ Straight answers about whether we're the right fit
  • ✓ No obligation, no pressure to sign up

By submitting this form, you agree to our privacy policy. We will never share your information with third parties.

Two Offices, One Team

Prefer to call? Reach out to our Hudson Valley or Austin area office directly. We're typically in Monday-Friday, 9am-5pm, but we're flexible for client needs. Call anytime and leave a message—we'll get back to you promptly.

New York Office

187 E. Market St. Suite 202

Rhinebeck, NY 12572

Get Directions
845-876-5200

Fax: 845-876-5202

Managing Partner

Timothy P. Hoolihan, CPA

Learn more about this location

Texas Office

7415 Two Jacks Trail

Round Rock, TX 78681

Get Directions
512-218-4113

Toll-free: 800-676-4113

Fax: 512-218-8770

Managing Partner

Margaret A. Van Norstrand, CPA

Learn more about this location