Start a Conversation

Tell us what you need help with.

Every engagement starts with understanding the situation. Tell us what brought you to Waddy and give us enough information to determine the right next step.

Not sure which service you need? That's fine. Start here.

01 What can we help with?

Choose the option closest to your situation. If none of them fit, the last one is the right choice.

02

Your contact information

03

About your situation

What brought you to Waddy, what do you need help with, and is there anything we should know before contacting you?

Please do not include Social Security numbers, bank information, passwords, or tax documents in this form. We will provide a secure method for exchanging sensitive information when needed.

If you received a notice with a response date, enter it here.

Submitting this form does not create an engagement. Waddy will review the information and contact you regarding the appropriate next step.

What happens next

From inquiry to engagement.

01

We review your inquiry

We look at what you have shared and determine which part of the firm should respond.

02

We contact you

We may ask a few additional questions or schedule a conversation if more context is needed.

03

We define the engagement

If Waddy is the right fit, we explain the scope of work, fees, and next steps before the engagement begins.

Prefer to call?

Speak with the office.

410-298-0300

If your matter involves a tax notice with an approaching deadline, tell us that when you call or include the deadline in the form above.