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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 KST&E. We would appreciate hearing from you!

What issue keeps you awake at night? 
       Financial
       Accounting
       Insurance
       Taxation
      

What is Most Important to You When Choosing a CPA Firm? (Check all that apply)
       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?
       No       Yes    
       Positive Experience?      Negative Experience?       
       Positive Results/Not A Very Good 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    
                                      Name:                 
                                      Phone:    
                                      Email Address: 
 

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