H O M E
 
 
 
 
 
 

ABOUT YOU

  
 

A successful business advisory relationship begins with the pairing of the client with the right professional. Please answer the brief questionnaire below so we can begin the "listening" process on the way to fully understanding the best fit for a working relationship between you and KBT&E. We would appreciate hearing from you!

What financial, accounting, insurance, or taxation issue keeps you awake at night?

What is Most Important to You When Choosing a CPA Firm?
Firm has been Established for Years - Well Known, Well-respected
Has a Casual Atmosphere Rather Than Formal
Aggressively Pushes to Maximize My Tax Savings
More Cautious in Pursuing Tax Protection Options
Willing to Work Quickly in Case I'm Running Behind Schedule
Takes Care of My Finances Without Bothering Me Too Much
Willing to Keep Me Involved and Explain Issues in Very Basic Terms
Specializes in a Particular Area that Concerns Me or My Business

Have you ever used professional accounting/taxation services before?

Positive or Negative Experience?

Services That May Interest You (Please select all that apply):
Bookkeeping Financial Accounting or Auditing Services
Financial Statement Write-up Personal Financial Planning
Insurance Accounting Services Retirement Planning
Profit Enhancement Program Tax Protection - Individual
Tax Protection - Business

Please provide your name and telephone number or e-mail address if you are interested in a complimentary consultation with an KBT&E associate. Thank you for your time!
Name:
Telephone: () -
E-Mail Address:

 
 
   
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