Contact

Start with a conversation, not a commitment.

Tell Michael where the business is and what decision is in front of you. The first call is a direct discussion of fit.

The office

646-1 Main Street
Port Jefferson, NY 11777
Get directions
(631) 476-6700
Fax (631) 403-4722
admin@mcwcpafirm.com
Office hours by appointment — please call to schedule.

Business Owner Strategy Review

Request a conversation.

Share a few details and Michael will follow up to schedule. Please do not include Social Security numbers, account numbers, or other sensitive information here.

Secure inquiry

Tell Michael about the business

High-level information only. Please do not send tax returns, Social Security numbers, bank records, financial statements, trust documents, or transaction files through this form — confidential documents move through ClientHub after we speak.

What brings you here?

NameBusiness nameEmailPhoneIndustryEntity typeApproximate annual revenueCurrent accounting platformNumber of ownersNumber of employeesFinancial-reporting frequency todayOwnership-transition horizonImportant deadlineFiling date, lender date, closing datePreferred consultation method

Primary business or tax concernA few sentences is plenty

I confirm this is a service inquiry, not a solicitation, and I consent to being contacted about it. Submitting this form does not create a client relationship; an engagement begins only with a signed engagement letter.

Submitting this form does not create a client relationship. An engagement begins only when a written engagement letter is signed by both parties.