Let’s Start With the Right Next Step

Plan B CPA works with established small businesses seeking ongoing, CPA-led accounting, tax, and advisory support. To ensure the best use of everyone’s time, service inquiries are handled through our strategy call application process.

Let's connect

For General or Non-Service Inquiries

The form below is intended for general questions, partnerships, or administrative matters.

    Get in touch today to take the first step towards solid and successful financial management!

    Alex Willson

    Founder & CEO

    For Accounting, Tax, or Advisory Services

    If you’re interested in working together, the next step is to apply for a strategy call. Applications are reviewed before scheduling to confirm fit and scope.

    Apply for a Free Strategy Call

    Applications are reviewed prior to scheduling.

    Committed To You

    Elevate Your Business with Our Expertise! Contact us to experience top-notch service and exceptional results.
    Chat to sales

    Start a conversation with our sales team today and discover how we can help your business thrive.
    Call for assistance

    Reach out for expert assistance and let us guide you towards success.
    Additional Information

    Plan B CPA is a CPA-led firm serving clients remotely across the United States.

    Contact details

    Address: Washington D.C.
    Email: contact@planbcpa.com

    Opening hours

    Monday - Friday 09.00 AM - 5.00 PM
    Saturday By Appointment
    Sunday Closed