Get Started

Tell us about yourself. Geoff and the team read every submission personally.

What Happens Next

  1. 1

    Submit Your Info

    Tell us about yourself and your situation. The more detail, the better — it helps us come prepared.

  2. 2

    We Review & Respond

    Geoff and the team review your submission personally. Whether we can help or not, you'll hear back.

  3. 3

    See If We're a Fit

    If it looks like we can help, we'll set up a quick call to learn more. If not, we'll be honest and point you toward someone who can.

  4. 4

    Get To Work

    Once we're aligned, we put a plan together and get started. No long onboarding — just results.

Typical Response
Within 1–2 business days
Your Info Is Safe
Confidential & never shared

Prefer to reach us directly? Email info@leshanecpa.com or call (904) 827-0088.

Intake Form

Tell Us About Yourself

Takes about 3–5 minutes. Nothing is shared outside our team.

01

Your Information

The basics, so we know who we're talking to.

Address *
02

Your Situation

A few quick questions to help us prepare.

Do you own a business? *
Do you have a financial advisor? *
Do you own rental real estate? *
Need help with trust / estate planning? *
Are you married? *
03

Anything Else

The more context you share, the better we come prepared.

We respect your privacy. Your information is never shared.