CONTACT & SCHEDULE

Let's Start With a Conversation.

Whether you need help with a tax return or want to get your books in order, tell us a little about what you're looking for. We'll figure out the next step together.

START HERE

Book a 25-Minute Consultation.

We'll discuss your tax or accounting needs, answer initial questions, and see whether we're a good fit. Virtual consultations are available to everyone; in-person meetings may be arranged by appointment.

Before we meet: Have your prior-year tax return or a summary of your bookkeeping needs available. Sensitive records should only be shared through our secure client portal.

Book Your Consultation ↗

Choose an available time using our Google appointment booking calendar. You’ll receive booking details and confirmation from Google.

REACH US

Get in Touch.

Emailddpatel@dristipatelcpa.com

Phone(919) 244-6874

Office hoursMonday–Friday · 9:00 AM–5:00 PM Eastern

Based inMorrisville, North Carolina · Serving Cary, Raleigh, Durham, Apex & the Research Triangle

Meeting optionsVirtual consultations available · In-person by appointment only

In-person meeting details are shared privately after confirmation. No walk-in appointments.

WHAT HAPPENS NEXT

Simple From the First Hello.

Tell Us What You Need

Request a 25-minute consultation or send a brief inquiry about your tax or bookkeeping needs.

Let's Talk Details

We'll review the anticipated scope, discuss your situation, and explain what information we need for an accurate estimate.

Review Your Quote

If we're a good fit, you'll receive a personalized proposal outlining services, fees, and next steps before work begins.

HAVE A QUESTION?

Send a Quick Inquiry.

Not ready to book? Share the basics, and we'll help point you in the right direction.

For tax preparation, let us know whether you're filing as an individual or business. For bookkeeping, a quick description of your business and what you need help with is enough to start.

For a quick start, you can also book a 25-minute introductory consultation directly using the booking button above.

Full name *

Email address *

Phone number

Service you're interested in *

Preferred meeting format

How can we help? *

Privacy matters. Please do not enter Social Security numbers, dates of birth, account numbers, tax returns, or other sensitive personal or financial information. Until our secure inquiry form is connected, this option prepares an email in your email application and does not transmit your information automatically. For confidential documents, use the secure client portal once access is provided. See our Privacy Notice.

Your email application will open with your message ready to review and send. The inquiry is not submitted automatically.

Good Accounting Starts With a Good Conversation.

We're looking forward to hearing what you're working on.

ddpatel@dristipatelcpa.com