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Tell Us What Your Records Look Like
One message is enough to start. Describe your accounts, platforms and what the documentation is for — we’ll tell you what’s needed next.
- Accounts & platforms you use — brokers, exchanges, wallets, banks
- Reporting period the documentation should cover
- Purpose — tax filing, bank review, personal recordkeeping, etc.
Email Us Directly
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Every message is read personally — no ticket queue, no chatbot triage.
Before You Write
A few quick answers
Is there a cost to ask a question?
No. Reaching out and getting a scope outline costs nothing — you’ll know what’s involved before anything is agreed.
What if my records are incomplete or messy?
That’s the normal starting point for most cases. Send what you have — identifying gaps is part of the work itself.
Do you handle tax filing or legal advice?
No. We organize and document your financial history. Filing, legal and investment decisions stay with your accountant, lawyer or advisor.
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