New Client Questionnaire

This is a brief questionnaire to gather background information as efficiently as possible and to preserve as much of our initial consultation time for questions that you may have.

This form is required before we schedule a meeting to allow us to pair you with the accountant most suited for your needs.  This will also ensure that the fit between your accounting needs and our firm is a good one.

We look forward to assisting you.

Jason Trefanenko CPA, CGA
Managing Partner

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