GETTING STARTED

Let's see if we're
a good fit

Every new engagement at Sechler CPA begins the same way: a short survey that helps us understand your situation, your goals, and whether we’re the right fit for each other.

HOW IT WORKS

Our intake process

01

Complete the Survey

Fill out a brief questionnaire about your tax situation, goals, and what you’re looking for in a CPA.

02

We Review & Respond

Gregory personally reviews every submission. If there’s a potential fit, we’ll reach out to schedule a brief introductory call.

03

Engagement & Onboarding

If we decide to move forward, you’ll receive an engagement letter, portal access, and a clear scope of work before anything begins.

HONEST TRANSPARENCY

We may not be
the right fit if…

START HERE

Begin the Client Fit Survey

Answer a few questions about your situation. We review every submission personally and respond within 2 business days.

Takes about 5 minutes. No commitment required.

Sechler CPA

Clarity-driven tax compliance, planning, and representation for individuals and owner-operated businesses.

Disclaimer: Information on this website is for general informational purposes only and should not be construed as professional tax, accounting, legal, or financial advice.

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