Contact

Three Ways to Get in Touch

Which one depends on what you actually want, and they are not the same thing. Book a conversation, ask a single question without booking anything, or ask about exit readiness if you own a business.

The practice is fully remote. There is no office to visit, and everything below happens by phone, video or email, based in San Diego, working with clients nationwide.

If you want a conversation

Book a Complimentary Conversation

Thirty minutes, no preparation required, no obligation afterwards.

  1. Step 1: Pick a time

    Book directly from the calendar. No phone tag, and no waiting on a callback that arrives while you are in a meeting.

  2. Step 2: A focused conversation

    Thirty minutes on what is actually on your mind and where you want more clarity. No document gathering beforehand.

  3. Step 3: You decide what happens next

    If it is worth continuing we will say so, and if it is not we will say that too. There is no obligation either way.

If you do not want a meeting yet

Ask One Question Instead

Plenty of people have a single question and no interest in a meeting about it. That is a reasonable place to start, and it does not obligate you to anything.

Email BStevens@BAS-Financial.com with the question and enough context to answer it, or call (858) 384-3533. Include a way to reach you and you will get an answer rather than a sales sequence.

If you own a business

Ask About Exit Readiness

Most owners find out whether the business can be sold at the moment they try to sell it, which is the worst possible time to learn it. What decides it is a short list of specific things, and most of them take years to change.

Email BStevens@BAS-Financial.com with your business name and industry, or call (858) 384-3533. It starts as a conversation rather than a form, and it carries no cost or obligation.

What that conversation covers is set out on the exit readiness page.

If you are a CPA or an Enrolled Agent

You Have a Client in Mind, Not a Question of Your Own

A referral is a different conversation from a client enquiry, and it deserves a different starting point. What the arrangement involves, what happens after an introduction, and whether it touches the relationship you already have with your client are set out on the page for CPAs and EAs, including what a referred client actually receives, so you can read it before putting your name to anything.

Directly

Phone, Email and Availability

Phone
(858) 384-3533
Email
BStevens@BAS-Financial.com
Where
Based in San Diego. Working with clients nationwide.
Hours
8:00am to 5:00pm Pacific

If you would rather understand the practice before contacting it, start with about or the services overview.

Book the conversation

A 30-minute call about your situation. No document gathering beforehand, and no obligation afterwards.

Book my intro call

A 30-minute call. No document gathering beforehand, and no obligation afterwards.

Book my intro call