Start with a short case summary

Tell us the service, tax years, states, and any known deadline. We will use this information to identify the right next step and what we need before preparing a written quote.

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Contact details

Name *

Email *

Phone (optional)

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Preferred contact *

Client status *

Case snapshot

Primary service *

Tax year(s), if known

State(s) involved

Known deadline (optional)

How did you find us?

Select anything that applies

Visa, student, or nonresident filing Investments, RSU, or ESPP Rental property More than one state Foreign gift or family transfer Foreign accounts or assets Foreign company or ownership LLC, partnership, S Corp, or C Corp Bookkeeping or payroll Notice, late filing, or prior-year correction

Briefly describe the help you need *

Do not include Social Security numbers, ITINs, account numbers, or tax documents. Sensitive files are requested through the secure client portal only after we confirm the next step.

What happens next

Review first, documents later

We review the inquiry.We identify the likely service, tax years, and any urgent deadline.
We request only what is needed.A short call or limited document review may be needed before quoting complex work.
You receive a written scope.Work starts only after the quote and engagement terms are accepted.

Existing clients
Use the secure client portal for tax documents. This public form is intended for routing and quote information only.

Prefer email?
jasper@foundationfinancetax.com

Foundation Finance & Tax

A tax practice in Irvine, California, serving individuals, immigrant families, international taxpayers, and small businesses.

Services

Individual Tax
Small Business Tax
International Tax
Tax Notice Help
ITIN Applications

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jasper@foundationfinancetax.com
Irvine, California
Serving clients nationwide
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The information on this website is for general informational purposes only and does not constitute tax, legal, or accounting advice. No client relationship is created until an engagement letter is signed. Outcomes with the IRS or state agencies cannot be guaranteed.