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Correspondence

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Questions about a plan, a page, a report line or whether search is worth it for your practice at all. Keep client and tax details out of the message.

We use these details to respond to your request. Privacy policy.

Correspondence file

Office hours
Monday to Friday, 9:00 to 18:00 Eastern
Reply time
One business day, from a person

Two other routes

A meeting request puts a phone or video call on a weekday that suits you. The free firm review gets you a written look at the site and profile with no call.

We work by email and scheduled calls only, so you won't find a phone number here. That keeps every request in writing.