Contact

Start with the financial question in front of you.

Tell us what has prompted the conversation. We will review your inquiry and follow up using your preferred contact method.

Send an inquiry

Fields marked “Required” are needed to review your inquiry. Please do not send Social Security numbers, bank-account numbers, tax returns, or other highly sensitive information through this form.

Name (Required)

Enter your full name.

Email (Required)

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Phone

Include a number if you prefer a call.

Company

If applicable, enter your organization’s name.

Service of interest (Required)

Select the service area closest to your need.

Brief description of your accounting needs (Required)

Tell us what has prompted the inquiry.

Preferred contact method (Required)

Email Phone

By submitting this form, you agree that Potomac Ledger Advisors may use the information you provide to respond to your inquiry. Do not include sensitive personal or financial information in this form. See our Privacy Policy.

Time-sensitive

If you received an IRS notice

An IRS notice may require attention by a stated deadline. Keep the notice and any supporting documents available. You can use this form to describe the notice at a high level; please do not submit sensitive information through the form. We can discuss appropriate next steps after reviewing the inquiry.

About IRS notice assistance

A first conversation is simply a way to understand the situation and determine whether the firm’s support is appropriate.