Contact the firm

Tell us what the matter is. We will tell you what the next step should be.

Joaquin Gonzalez, CPA and the D&J team work with businesses and individuals throughout Chicagoland. The intake below gathers only what we need to assess the situation — never sensitive documents.

Request a business accounting and payroll review

Tell us about the entity and how records are kept today. We will follow up to confirm scope and timing.

Name

Business name (if applicable)

Phone

Individual or business

Entity type

Industry

Approximate annual revenue

Number of employees

Accounting platform

Preferred consultation method

Primary concern

I understand this form is for initial contact only, that I should not send Social Security or employer identification numbers, tax returns, notices, payroll records, bank statements or financial statements through it, and that D&J may contact me about my inquiry.

Sensitive documents are exchanged through ClientHub, not this form. Nothing submitted here creates an engagement until scope and fees are confirmed in writing.

Office

4950 North Harlem Avenue
Harwood Heights, IL 60706
(773) 237-7400
Fax (773) 237-2822
Public email address pending confirmation by the firm.
Office hours, suite number, parking and remote-service availability pending confirmation.

Which intake fits

Business accounting & payroll — Tell us about the entity and how records are kept today. We will follow up to confirm scope and timing.
Fractional CFO & cash flow — Share the shape of the business and the decisions ahead of you. We will follow up to discuss reporting cadence.
Tax preparation & planning — Tell us whether the return is individual or business, and which periods are involved.
IRS or state representation — If a response deadline is already running, include the date. Do not attach notices or returns here — we will move those into ClientHub.
Business financial distress — Describe the pressure the business is under and who else is already involved — lender, attorney, or agency.

Do not send documents through this form

Returns, IRS or state notices, payroll registers, bank statements and identification documents are exchanged in ClientHub after we confirm the engagement. Contacting the firm does not create a professional relationship, and no work begins until an engagement letter is signed.