For client support, secure document access, scheduling, or engagement inquiries.

Please use the appropriate channel below.

We operate with structure and discretion to ensure clarity, responsiveness, and professionalism.

Phone

Available 9am–5pm EST Monday–Friday.

For scheduling or general inquiries outside business hours, please use our AI Scheduling & Support Assistant below.

Existing Client

For document uploads, secure communication, and ongoing coordination:

AI Scheduling & Support Assistant

Click below to speak to our AI Assistant.

Available 24/7.

Choose Your Path

Primary Starting Point

If you are a business owner seeking integrated oversight across business, tax, and personal finances, begin here.

This is the appropriate starting point for:

Tax & Compliance

If your primary need is tax preparation or compliance-related services, begin here.

Existing Engagement

For document uploads, secure communication, and ongoing coordination with your stewardship team.

Cheston Bulgin, EA Founder · Enrolled Agent

Speaking Engagements & Professional Partnerships

Inquiries can be directed through our AI assistant or by scheduling a brief introductory call.

By the Books Consulting does not provide financial advice via email or unscheduled calls.

Complex tax or advisory matters require a scheduled consultation.