Rodney C. Wilson, CPA provides this questionnaire to provide a framework for looking closely at your business. Your answers will help us guide you to work ON your business, not IN it!

We value your comments about our services and your financial issues.  Please fill out the following form and we will get back to you within a few days.  Thanks.

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Optional Questions

Are you interested in finding out about our services for personal or business?
 

Which of our services are you most interested in?
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QuickBooks® and General Accounting
 
Personal Taxes
 
Business/Corporate Taxes
 
Investment
 
Estate Planning
 
Retirement Planning
 
Other (please explain in the comment box below)

How would you assess your overall level of financial stability?
 

May we send you periodic announcements about our services and financial updates?
 

General Comments and Questions:
 

 

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