Let’s build confidence into your financial decisions.
Book your discovery call today — and gain a partner who helps you plan ahead, not look back. Replies come within one business day.
- Phone
- (317) 960-5588
- erin@legacycpagroup.com
- Hours
- Mon–Fri, 9:00–5:00 ET
Book your discovery call
Thirty minutes, no charge, no obligation. Pick a time that works and you’ll get a calendar invite straight away.
Prefer to write first? Email Erin directly or use the form below.
Ask a question
Tell us where things stand.
No judgment about the state of the books — sorting them out is the job.
Already working with us and need to send documents? Use the secure upload → Never send a return or Social Security number by regular email.
Phone
Location
Indianapolis, Indiana Serving clients nationwide. Meetings by video or phone.
Hours
Mon–Fri, 9:00 a.m. – 5:00 p.m. ET Extended hours January through April.
Sending documents
Secure document upload → Please don’t send tax documents, SSNs, or account numbers by regular email. Upload requires a Google sign-in — if that’s a problem, ask and you’ll get an alternative link.
Questions