Becoming a Client

Whether you need one tax return filed or a year-round advisor for your business, Goldstein Tax Advisors is here to help. Based in Pittsburgh, Pennsylvania, our team works with individuals, families, and business owners to provide personalized tax compliance, planning, and accounting services built around your specific situation. Becoming a client starts with a conversation, and every engagement is tailored for you.

What Happens During Your Consultation

Your first conversation with Goldstein Tax Advisors is about understanding you. We ask about your tax situation, any applicable businesses, and your goals of working with a tax advisor, whether that is one timely filed return or ongoing planning and advisory support throughout the year. Our goal is that you will have a clear picture of what working together would look like.

Because we offer a wide range of services, from individual and business tax compliance to accounting services, tax planning, and advisory, we build each engagement around what you actually need rather than a one-size-fits-all package.

Frequently Asked Questions

How do I become a Goldstein Tax Advisors client?

Fill out the contact form at the bottom of any page on our website. Our team reviews your information and follows up within one to two business days to schedule an introductory call.

Is there a fee for an initial consultation?

No.

What documents do I need to get started?

We will request your prior year tax return, personal information, and any relevant current year documents through our secure client portal. We will let you know if anything additional is needed for your specific situation.

Do you work with clients outside of Pittsburgh?

Yes. While our office is located in Pittsburgh, Pennsylvania, we serve individual and business clients in 49 states.

What services does Goldstein Tax Advisors offer?

We provide individual, business, and nonprofit tax preparation, tax planning and projections, bookkeeping, outsourced CFO and accounting services, entity structuring, and more. Services are tailored to each client. See more on the “Our Services” page.

How do I switch accountants to Goldstein Tax Advisors?

Switching is simple. After your consultation, we guide you through the transition and identify the information we need.

How long does it take to become a client?

Most prospective clients complete the process, from initial inquiry to signed engagement letter, within 7-10 days, though timing can vary during peak tax season.

Get Started

Ready to get started? Fill out the contact form at the bottom of this page, or any page on our site, and our team will be in touch soon.