Home The Firm Client Services Financial Services Tax Organizer Record Retention Questionnaire Reference Library Inquiries

 

                                  

 

WETTER & CONVERTINI

QUESTIONNAIRE

 

Please take a moment to complete this interactive questionnaire, and we will be happy to discuss your needs.

 

                       Name:

        Company Name:

                   Address:

                         City:

                       State:Zip:

     Home Telephone:

Business Telephone:

       E-mail Address:   

Please check the categories below that apply to your inquiry.

Services:

 Business Consulting                             Software Implementation

 Compilation & Review                         Technology

 Obtain Financing                                 Tax Preparation & Planning

 Estate & Trust Planning                       New Business Start-up

  Litigation Support                               Require Business Plan

Specialized Services:

Healthcare                                            Professional Services

Employment:

I would like to learn more about employment opportunities at Wetter & Convertini

Comments:

 

Investment and insurance products distributed  by Genworth Financial Securities Corp., Member NASD/SIPC,  and a licensed insurance Agency (dba Genworth Financial Securities And Insurance Services In Ca); Home offices at 200 North Martingale Road,  7th Fl., Shaumburg, Il 60173; Phone  1-888 - 528-2987. Accounting and tax services offered solely through Wetter & Convertini, CPA, LLC, which is not affiliated with Genworth Securities Corp or Genworth Financial Advisors Corp.

HOME]    [FIRM]    [CLIENT SERVICES]    [ORGANIZER]    [LIBRARY]    [INQUIRES]