Prospect Questionnaire

Here at Kollath CPA, we strive to use our knowledge of accounting and tax to provide our clients with the best possible results for their unique situations. We work closely with our clients to overcome the transactional nature some firms have, and instead, develop more involved relationships with our clients to ensure their needs and expectations are being met to achieve the best results.

We work to show our clients that their relationship with us is an investment and not an expense. By staying up to date on the ever-changing law requirements, using technology to our advantage, and working with individuals who are future-focused, goal-oriented, and see the benefits of developing a long-term relationship with an advisor, we help to maximize a client’s current and future savings and remove the pain points and headaches that come with tax and accounting.

Please take the time to fill out all the requested information and questions below to give our staff a better idea of your situation, issues, and concerns. Once received, a member of our team will reach out to follow up to confirm next steps.

Accounting that clicks.

A KOLLATH COMPANY

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