New Prospective Personal Income Tax Questionnaire
Dear prospective client,

Thank you for your interest in Gineris & Associates. We help hundreds of individuals each year get the best possible tax outcomes, and we've been at our craft since 1945. We have found that initial personal tax appointments are far more productive if we have a better understanding of your needs and your situation.

We have developed this brief questionnaire which should take you about 10-15 minutes to complete. This will help us think through some things in advance to make our time together more valuable and fruitful.

Upon completion and submission of this document, one of our staff will contact you to schedule an appointment. We respect and value your time, and provide you with three options to best serve you: web-based, phone-based, or in-office meetings. We strongly advocate web or phone meetings, due to the convenience they provide. All appointments are typically 30 minutes.

As part of valuing your time, we will let you know up front about our fees and pricing. That way, if you review that information and decide you are not interesting in providing us with information and having an initial meeting, then you can stop without having invested much time.

We look forward to being of service to you.

Thanks,
Mark, Pat & Associates

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