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Bring the decision. We can sort out the category.
Financial planning, tax planning, real estate consulting or a question that crosses all three.
Documents & sensitive information
Do not send Social Security numbers, tax returns, account statements, passwords or other confidential records through ordinary email.
Contact the practice first for the appropriate secure document-delivery method.
What to include in your first message
- The decision or problem you are trying to solve.
- Whether there is a deadline.
- Who else is involved in the decision.
- The best way and time to reach you.
Text the business line
(530) 267-6150 accepts text messages for requested and existing-client communications.
Texting is optional. Message frequency varies; message/data rates may apply. Reply STOP to opt out or HELP for assistance.