Schedule a free consultation.
Tell us a little about your business. We'll set up a no-obligation call to review your goals and show you what a proactive CPA partnership looks like.
Our consultations are short, useful, and pressure-free. By the end, you'll have a clear picture of how we'd work together — and what would change for your business.
Mon–Fri: 8am–5pm CST
Summer Fridays: 8am–12pm CST
Hear from the businesses we partner with.
"We have been clients of Schumacher Sama for 37 years. They are professional, great to work with, always doing their best for their clients. We highly recommend their firm for all your accounting needs!"
About the free consultation
Is the consultation really free?
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Yes — completely free and no-obligation. The goal is to understand your business, answer your questions, and see whether we're the right long-term fit.
How long does the consultation take?
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Most initial consultations run 30–45 minutes — long enough to dig into your situation, short enough to respect your time.
What should I bring or send ahead?
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Nothing is required to book the call. If you'd like a more concrete conversation, having last year's tax return and a recent set of financial statements available is helpful but not necessary.
Will I be pressured to switch firms?
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No. We don't do high-pressure sales. If we're not the right fit, we'll tell you — and we'll often point you toward someone who is.
Can the consultation happen by phone or video?
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Yes. We meet in person at our Wauwatosa office, by phone, or by video — whichever is easiest for you.
What happens after the consultation?
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If it makes sense to move forward, we'll send a clear written scope and fixed-fee quote. There's no obligation either way — and no surprise bill for the conversation.