Free ConsultationFree Consultation

You need an accountant who knows you and knows what you do. You don't have time to teach your accountant your business.

Equally important you need an accountant you like and trust.

Nobody can be all things to all people, so here at Steven R. Katz & Company, CPA PC we offer you a free initial consultation. Let's talk over your needs and see if we can't find solutions to your problems. If we can help, we'll tell you exactly how; and if we can't, all you've lost is a half hour of your day.

We guarantee you a half hour of our time free of charge to see if we can help. Just call us at (845)368-4848 and make your appointment today.

Optionally, if you are a business owner and you would like to get the most out of your free 30 minute consultation, please fill out the form below and send it to us. This will give us a chance to explore any accounting issues you may be having before we get together and be better prepared to offer you a more productive meeting. We do not share this information with anyone, nor do we use it for any reason other than to prepare for your free consultation.

Basic Information: Only first name and contact required:
Name: *
Business:
Position:
Business Location:
Contact (Daytime Phone and/or Email) *
Best time to call:


Optional Accounting Summary
Do you currently work with an outside accounting firm? Yes No
If yes:
How often do they visit your place of business?
Do they review financial statements with you? Yes No
Have they ever discussed succession or exit strategy with you? Yes No
Have they discussed retirement with you? Yes No
Would you say you consider your current accountant a valuable business partner and advisor? Yes No


Other Optional Information
Business Type:
How many years have you been in business?
How many employees do you currently support?
(This does not include contractors)
Approximately what Gross Annual Sales are you expecting this year?
Do you have any specific comments or questions?



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