BUSINESS SERVICES QUOTES

Tax Preperation Quote | Financial Services Questionaire

TAX PREPARATION QUOTE:

Name: Email: Phone #

Simply list the forms and numbers of each form from the previous years return:
(Example 1040, 540, sch A,B,C (2) etc) and we will contact you with an estimate.

 

FINANCIAL SERVICES QUESTIONNAIRE:

Complete Business & Tax Services, Inc.
19 E Canon PerdidoSanta Barbara, CA, 93101
(805)965-0068 Fax:965-2532 E-Mail: cbats@impulse.net
myhdvest.com/vicstewart

I provide financial services to our clients. If you would like to take advantage of these services, please complete the questionnaire and return it to the above address. If you have an immediate need or concern, please do not hesitate to call Vic Stewart for an interview.

Name: Email: Phone #


I need assistance in:

Reducing my tax liability
Retirement planning
College planning
Estate Planning

Completing the questionnaire places you under no obligation to use our financial services, and the information obtained here will remain in our strict confidence. A complete description of these services can be provided to you at the time of our interview.

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CBATS@impulse.net