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Engagement Inquiry

Submit a CPA Proposal Request

Send KAS CPA an RFP or proposal request for tax strategy, audit, CIRA/HOA, real estate, startup, crypto, trader tax, CFO advisory, or business consulting nationwide where permitted. We review the scope and respond with a tailored proposal.

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Security Notice: For security, sensitive documents like tax returns and SSNs are collected through our secure client portal after engagement. Please do not include SSNs or sensitive financial data in this form.

We aim to reply within one business day with next steps. Prefer to talk now? Call 561-316-7636.

Contact Information

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Our Process

Submit Your Request

Fill out the form with details about your needs.

Initial Review

We aim to review your submission within one business day.

Discovery Call

Brief call to understand your specific situation.

Custom Proposal

Receive a tailored proposal for your needs.

Predictable Proposal Process

We review your request, define the scope, and provide a clear fixed-fee proposal before engagement. If the scope changes, we confirm the revised fee before additional work begins.

Office Hours

Monday – Friday
9:00 AM – 5:00 PM ET

Tax Season (Jan–Apr)
Extended hours available

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