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BrookHaven Integrated Wealth Strategies
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Tax

Choose the conversation that fits — a CPA consultation for a return review or other tax matter, or a client-service call for help with document submission and questionnaires.

Schedule

CPA Consultation

For a return review or other matter that may require one of our CPAs.

  1. Pick a time

    Choose a slot that works in the scheduler.

  2. Calendly emails your confirmation

    Your invite and the call link arrive right away.

  3. Meet your CPA

    Bring your return or your question — we take it from there.

Prefer to call? 762-847-0126

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Existing Clients

Client Service

For assistance with document submission or questionnaire.

Book a Client Services Call (opens in a new tab)
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Not sure which call you need?

Tell us a little about your situation and we'll point you to the right conversation.

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