Appointment Confirmation

Please read this entire message carefully, as it contains important information regarding your appointment. Failure to read this entire page together with the confirmation email or calendar appointment which you just received will result in wasted time and money. If you have not received your confirmation email or calendar appointment, please check your spam folder.

(1) Thank you for confirming your appointment with Chad D. Cummings, Esq., CPA. Your appointment has been fully confirmed. No further confirmation is expected nor required.

(2) Should you need to reschedule or cancel, you must do so at least 48 hours prior to the appointment start time using the link in the calendar invitation sent to you at the email address you provided.

(3) It is your responsibility to be available to speak at the appointment time you chose. Our attorney will attempt to call you twice at the designated start time, and if he is unable to reach you, or if you are in a public setting (i.e., non-private environment which will result in the loss of confidentiality and privacy), you will be charged a no-show fee as described below.

(4) Any cancellations received less than 48 hours prior to the appointment time or no-shows will be charged a fee which is displayed in your confirmation email or calendar appointment and which you accepted at the time of booking this appointment. This firm-wide policy is strictly enforced, and there will be no exceptions.

(5) Except for existing clients with active, executed engagement letters, do not send any written materials to our office. This policy is in place to protect your privacy and the confidentiality of your matter and to ensure compliance with state bar rules. Any materials sent in contravention of this policy and in the absence of an active, executed engagement letter will not be reviewed and should not be considered privileged nor confidential. Should our firm choose to accept your matter, our attorney will request specific documentation from you and will provide you with a secure mechanism of transmitting that information.

(6) Attorney Chad D. Cummings will call you at the telephone number you supplied at the appointment time you chose. Please note that out of respect for your time, he will begin and end all appointments on time; therefore, he asks that you please be prepared to speak and in an environment free from distraction. This is important to protect the confidentiality of the discussion.

(7) Time is of the essence. Please be aware that there may be statutes of limitations and strict deadlines of which you are unaware and which may affect your legal rights. Except for existing clients with active, executed engagement letters, our attorney will not express any opinion on statutes of limitation or other legal deadlines during this teleconference.

(8) If you do not retain this firm to handle your matter, you should immediately seek the services of another attorney without delay. You may contact the state bar for a referral should you require one.

(9) Any offer of representation is made only in the form of an engagement letter; unless and until an engagement letter is executed and delivered and a deposit is paid and accepted, this firm accepts no responsibility in your matter and will perform no work on your behalf.

(10) The mere act of scheduling this appointment does not constitute an engagement letter, nor does it create any obligation for our firm to perform work for you on this matter or on any future matter.

We look forward to speaking with you. In the interim, we invite you to learn more about our firm, approach, and philosophy as it applies to the practice of law.

I am an attorney and Certified Public Accountant serving Florida and Texas.

Previously, I served in operations and finance with the world’s largest accounting firm (PricewaterhouseCoopers), airline (American Airlines), and bank (JPMorgan Chase & Co.). I have also created and advised a variety of start-up ventures.

I am a member of The Florida Bar and the State Bar of Texas, and I hold active CPA licensure in Florida and Texas and undergraduate and graduate degrees in accounting and taxation from Southern Methodist University in Dallas.

My practice emphasizes, but is not limited to, the law as it intersects small businesses and their owners. I also assist clients with insurance claims, estate planning, and other legal matters on an ad hoc basis.

If I can be of assistance, please click here to set up a meeting. To protect your privacy, appointment requests are not accepted by phone or voicemail.