Request a Consultation With
Leaf Specialty Tax Consultants

Make the smart decision to delegate your bookkeeping and taxes to a professional. Secure your financial future with proven strategies to maximize your returns.

Personalized Advice for Your Financial Strategy

Please fill out the form below to get started. Once submitted, you’ll be redirected to a page where you can schedule your free consultation. During this no-pressure meeting, we’ll address your top financial concerns—whether it’s taxes, financial strategy, or something in between—and provide personalized, actionable solutions to improve your financial outlook.

Getting started with Leaf Specialty Tax Consultants is easy:

couple on a zoom call explaining their frustrations to their tax consultant

1 - Share Your Concerns

Sit down with our team to discuss your top financial concerns – whether it’s taxes, financial strategy or something in between. We’ll listen and offer tangible solutions.

reviewing paperwork with team

2 - Gather Your Documents

Send in your paperwork so we can get a clear picture of your situation. We’ll make sense of the numbers and provide suggestions for you, your business and your family.

couple on a zoom call explaining their frustrations to their tax consultant

3 - Get Your Custom Plan

After reviewing your history, you’ll receive a personalized financial strategy that works for your goals, your budget, and your future.

Listen to What Our Clients Are Saying

Gabe Staats
Google Review
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LEAF] is extremely knowledgeable about R&D tax credits, professional, honest, and . . . you can trust [them] to do the right thing.
Brian Robertson
Google Reviews
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[LEAF is] well versed in [their] knowledge to help business owners maximize available programs and needs. I would definitely recommend them to anyone.
Lia Winter
Google Review
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Within two weeks. . . we had an introductory call, a free consultation, a deep dive meeting, and our R&D tax credit application forms completed.
Amy Lamb
Google Review
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[LEAF] helps you learn and understand parts of the tax process that get so confusing. Adam and his team are very responsive, knowledgeable, and friendly!
Jon Knighton
Google Review
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[LEAF] made it easy to get what I was due back and gave me tips for future tax returns.
Tom Price
Google Review
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[LEAF was] *relentless* in following up to make sure I got every nickel of savings possible. Always professional, always informative, always felt like they were on my side.
Bethe Palmer
Google Review
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I have worked with Leaf Tax Consultants . . . and the service and guidance is some of the best! Thank you to the entire team.
Wesley J Anderson
Google Review
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[LEAF] was communicative, helpful, honestly has our best interest at heart.
McCall Martin
Google Review
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[LEAF] helped us out a ton!
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