Thank you for reaching out. A member of our team will contact you within one business day to schedule your free consultation.
To protect SSNs, W-2s, 1099s, IDs, bank records, and tax documents, we do not provide a public upload link on this website. Existing clients should log in to the Encyro client portal. New clients should submit the consultation form first; we will send a secure Encyro invitation after review.
Book a free, 30-minute discovery call. No pressure, no jargon. Just a clear conversation about your business needs and how we can help.
Expect prompt, discreet, and professional communication tailored to your business needs.
A few helpful answers before your discovery call. If your question is not covered, simply include it in the inquiry form.
Yes, absolutely. The initial 30-minute consultation is completely free. It's a chance for us to learn about your business and see if we're a good fit before any commitments are made.
Just a general overview of your current financial setup and what pain points you're experiencing. You don't need to bring organized spreadsheets or tax returns to this first call.
Yes. While we are based in California, we work with clients across the state via phone, video conference, and our secure client portal. We also serve cross-border businesses with US operations.
We serve closely-held small businesses, high-net-worth individuals and families, and cross-border corporate groups. Our practice is intentionally boutique—we keep our client roster selective to maintain service quality.