Get In Touch

Control Your Financial Future

Let's Talk

Whether you need expert bookkeeping, tax preparation, strategic advisory, or M&A support, use this secure intake flow to share the details we need to begin.

[email protected]

Phone

239-328-4393

Hours

Mon – Fri, 10 am – 6 pm

Secure Document Upload

Request a private Dropbox upload link with no login required. Your link can be reused for future submissions.

Direct Dropbox Intake

Secure Intake Packet

Complete the intake below and submit once. Your browser creates the intake packet and sends it directly to Dropbox.

Basic Information

Business & Tax Context

Sensitive Details

Only include sensitive details needed for this request. Do not include passwords or payment card numbers.

Sensitive Information Notice

This form may request confidential tax, business, and identity information, including Social Security numbers, EINs, account details, notices, and related financial context.

When you submit this form, your browser creates an intake packet and uploads it directly to Precision Solutions & Advisory's Dropbox account. Precision Solutions & Advisory's website server receives only basic routing information needed to prepare the secure upload.

Do not submit passwords, payment card numbers, or information you are not authorized to provide. No online transmission or cloud storage system can be guaranteed to be risk-free.

I understand this notice, confirm I am authorized to submit this information, and authorize Precision Solutions & Advisory to receive and review what I submit for tax, bookkeeping, advisory, or related professional services.