1. Discuss the fit
We talk about your needs, timing, and available records to determine whether the firm is a good fit for the work.
CONTACT
Let’s make an introduction.
You do not need to prepare a full set of records before reaching out. A short message is enough to open the conversation.
REACH ME DIRECTLY
Call or email Caleb.
Share the type of help you’re looking for, any upcoming deadline, and the best way to reach you. Please wait to send financial documents until we arrange secure access.
Start an EmailPhone574-465-6533
MEETING OPTIONS
Remote convenience.
Local availability.
The practice operates primarily remotely. For clients in Warsaw, Kosciusko County, and surrounding communities, meetings are also available by appointment at your business or a mutually convenient local location. Confidential discussions take place in an appropriate private setting.
GETTING STARTED
What happens after you reach out?
2. Confirm the engagement
Before work begins, we agree on scope, fees, responsibilities, and expected timing. Fees reflect the complexity and frequency of the work and the condition of the records.
3. Arrange secure access
When documents are needed, we use ShareFile for confidential exchange. Please do not include tax returns, Social Security numbers, or other sensitive records in an introductory email.