Real Deal Accounting

Client Care

Tell us what's going on.

Send us what you need, add anything we should look at, and let us know when you need it by. You'll hear back within 48 hours.

Shaul Wasserman

Shaul Wasserman

Partner · Real Deal Accounting

“Tell us what's going on, and my team and I will take it from here.”

I built this page so we can help you faster. Instead of booking a call before anyone knows the topic, tell us here first — that way, when we get back to you, we already have the answer.

A note from Shaul 90 seconds · how this works
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Sora is the person I trust with your requests. She makes sure we have everything we need, and she and I work on it together. Staff Accountant · Client Services

What can we help with?

Takes about two minutes. Nothing here is a commitment.

In your own words. For example: “Got a letter from the IRS about my 2024 return saying I owe $3,200. I don't understand what it's for and I'm not sure if it's right.”

A letter, a statement, a screenshot — whatever's relevant.

    Sent over a secure connection, straight to your Real Deal team — nobody else sees them. Up to 6 files, 10 MB each.

    How should we reach you?

    We reply within 48 hours, Monday through Friday.

    Want to talk something through in depth?

    Some things deserve a real sit-down — a big decision, an entity change, a plan for next year. That's a Strategy Session: a focused 30 minutes with Shaul, booked in advance. It's a paid session, and it's included for Financial Fitness members.