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Let’s talk
The first consultation is free. Tell us what you need — a return, a set of books, payroll, or just a second opinion — and we’ll tell you what the work involves.
Request a free consultation
Your name and one way to reach you. That’s it.
- No Social Security number. Nothing from your tax file is needed to start a conversation.
- No account to create. We only open your portal if you decide to work with us.
- Email or phone — whichever you prefer. One is enough for us to get back to you.
Opens our secure intake form. Your message goes straight to Jonatan Soto, who reads it himself and replies by the email or phone number you give.
Or reach us another way
Call us
Speak with us directly, in English or Spanish. Often the quickest way to find out whether we’re the right fit.
Call (571) 314-1000Book an appointment
New clients only. Reserves a specific time slot. Our scheduler asks for the last four digits of your SSN to open your file — if you’d rather not share that yet, request a consultation instead.
Book an appointmentAlready a client?
Sign in to your portal. Your message arrives attached to your file, so nothing gets lost — and it’s where appointments are arranged too.
Client Portal LoginHow to reach us
- Phone: (571) 314-1000
- How we work: A virtual firm, so there are no fixed office hours — leave a message any time and we’ll come back to you.
- Service area: Clients in nearly every U.S. state, including Puerto Rico’s tax system.
- Languages: English and Spanish — se habla español.
- Social: facebook.com/jstadvisor
Please don’t email tax documents
Regular email is not secure. Send Social Security numbers, W-2s, 1099s and bank details through the client portal instead — it runs over SSL on software bought from IRS-approved vendors, and it is what our systems are built for.
What happens after you reach out
We listen
A short conversation about your situation — income sources, entity type, what went wrong last year, what you want to change. Free, and with no obligation.
We explain the work
Which forms your situation actually needs, what we’d do, and what it would cost. You decide from there.
We get to work
Only if you go ahead: your portal account goes live, you upload your documents, and we take it from there — through e-file and beyond.
Coming prepared?
Run through the tax appointment checklist first — it makes the first conversation far more productive.
Open the checklist¿Prefiere español?
Hablamos español. Puede escribirnos o llamarnos en español y le responderemos en el mismo idioma.
Llámenos al (571) 314-1000Life goes by fast. So should filing your taxes.
The first consultation is free, and starting one takes a name and one way to reach you.