Tell us what matters
Share the decision, concern, or goal you would like to discuss.

COMPLIMENTARY CONSULTATION
Choose a convenient Zoom appointment with Wilken to discuss your accounting, IRS, financial-services, or business-advisory needs.

BOOK DIRECTLY
Appointments are available Monday through Thursday from 10:00 AM to 6:00 PM Eastern. Times automatically display in your local timezone.
WHAT TO EXPECT
Share the decision, concern, or goal you would like to discuss.
Speak directly with Wilken from the privacy and convenience of your home or office.
Understand the most appropriate service, scope, and action to take next.
WHY CLIENTS FEEL COMFORTABLE
Meet with an Enrolled Agent and licensed financial professional with education in finance and accounting.
Screen sharing supports clearer conversations without travel, waiting rooms, or geographic limitations.
The booking form collects only basic information. Sensitive documents are reserved for the authenticated client process after engagement.
Conversations are available in English, French, Spanish, and Haitian Creole.
BEFORE YOU BOOK
Yes. The first conversation helps identify your needs and the most appropriate next step. Additional work, if appropriate, is discussed separately.
No documents are required for the first conversation unless the firm gives you specific preparation instructions. Never send sensitive records through a general website form.
Consultations are normally conducted through Zoom. The firm will send meeting information using the email supplied with the reservation.
Yes. Contact the firm as early as possible so the appointment can be moved and the original time released.