Fast, Accurate Guidance for Financial Professionals
A subscription for professionals who need fast, accurate Social Security guidance for their clients — without becoming SSA experts themselves.
Running a practice means juggling forms, timelines, requirements, and administrative details — all while serving your clients with clarity and confidence. The Partnership Subscription gives you direct access to quick, reliable administrative guidance so you can keep your workflow moving without getting stuck in the weeds.
Clean, accurate administrative clarity — exactly when you need it.
Direct Access to Found & Form
You’ll reach Found & Form directly — no receptionist or call center. If we’re assisting another professional, you may reach voicemail, but every message is returned promptly.
What we Offer
Email or Phone Support
Send a quick question by email or place a call to your dedicated line. Most questions can be answered in just a few minutes. Response times may vary based on operational needs. Support is unavailable on all observed holidays and office closure dates. Our current Holiday Schedule is published on our website.
Fast, Focused Guidance
Get clarity on forms, processes, timelines, requirements, and administrative steps so you can move forward confidently.
A Reliable Resource in Your Corner
Perfect for confirming details, double-checking sequences, or ensuring you’re following the correct administrative path.
What’s Not Included
To keep the service streamlined and sustainable, the subscription does not include:
legal, tax, or professional advice
document drafting
confidential client identifiers (SSNs, DOBs, medical records, uploaded documents)
firm‑wide or team access
If a situation requires deeper involvement, you’re welcome to refer the client to Found & Form for a separate service.
Why Professionals Subscribe
• You don’t have time to decode SSA rules
• You want to give clients accurate information
• You need quick answers without hours of research
• You want a trusted resource to sanity‑check complex cases
Pricing
Monthly Subscription
Flexible, cancel anytime.
Annual Subscription
A discounted rate for professionals who prefer a full‑year commitment.
*Both plans renew automatically, and you’ll receive uninterrupted access as long as your subscription remains active.
Before You Join
All subscribers must review and agree to the Professional Subscription Agreement.
It outlines the scope, boundaries, and expectations so everything stays clear and consistent.
You’ll acknowledge the Agreement during checkout — no signatures required.
Frequently Asked Questions
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Anything related to Social Security benefits, documentation, notices, or client‑specific scenarios.
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No. This service provides education and strategy only.
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Calls are answered during business hours. Emails receive a response within 24 hours.
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Monthly subscriptions can be canceled with 30 days’ notice. Annual subscriptions are non‑refundable.
If you're interested in working with us, complete the form with a few details . We'll review your message and get back to you within 48 hours.