On behalf of the team of Morris + D' Angelo, we thank you for your consideration in engaging our services. We have learned through past experience that both parties need to be in agreement to have a successful relationship. In order to evaluate the level and types of services you require, we have designed the following questionnaires to aid our analysis and determination as to your needs, wants and to our mutual compatibility. Consider us your Financial Physician; so like your doctor, the more we know about you, the better we can serve you.
There are no correct or "right" answers to these questions. The straightforward fact is that due to the unique makeup of our firm and the goals we set to accomplish for our clients, not all prospects fit the profile that enables us to provide the services required. This questionnaire and subsequent initial interview are two of the tools we use to better determine the potential of a positive relationship.
In as much as we are interviewing you as to your qualifications, we highly recommend that you interview us. Over the years, we have come to accept that although our firm's approach to accounting, tax and advisory services is unique, we are not the best solution for all prospects. Long-term value is only maximized when the customers' wants, needs, personality, and financial condition synergistically connects with ours.
We do not price our services by the hour. We believe that the true value is determined by each party. No two relationships are equivalent, and accordingly no two engagements will have the same price and terms. Accordingly, comparison between your needs and wants with those of your acquaintances generally does not produce valid information. And in as much as your relationship is confidential between you and our firm, we cannot discuss the terms and conditions of your friends and acquaintances that may happen to have relationships with our firm.
We may require a retainer to be applied to the financial agreement between our firm and our customers. However, since we provide a complete service satisfaction guarantee, we will gladly refund your prepayment should you unilaterally determine that we have not provided the services agreed to in our service agreement.
In conclusion, we invite you to complete the questionnaire. If you have an interview scheduled, please submit the questionnaire at a minimum of 3 days prior to the interview date. If you do not have an interview scheduled, we will contact you within 3 days of receiving your questionnaire.
Please know that any information disclosed to our office is confidential. If you have any questions, please feel free to contact us any time. We look forward to meeting you personally very soon.
Online Questionnaires:
Printable Questionnaires for FAX/MAIL:
