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New client ___SAFEWAY TAX SERVICES DROP OFF QUESTIONNAIRE Please complete one questionnaire to document all household members in this submission to our office. Date: ___TAXPAYER Name:SPOUSE (other
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01
Navigate to the qbkaccounting.com website.
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Click on the 'New Client Questionnaire' link on the homepage.
03
Fill out the required fields in the questionnaire, such as personal information, financial information, and tax-related questions.
04
Review your answers to ensure accuracy and completeness.
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Submit the questionnaire by clicking the 'Submit' button at the bottom of the page.

Who needs qbkaccountingcomnew-client-questionnairenew client questionnaire for?

01
Individuals who are looking to become clients of QBK Accounting.
02
Potential clients who want to provide detailed information about their financial situation to QBK Accounting.
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It is used to gather necessary information from new clients for accounting purposes.
New clients who are engaging with QBK Accounting firm are required to fill out the questionnaire.
Clients can fill out the questionnaire online or download and submit it manually.
The purpose is to collect important financial and personal information from clients to better serve them.
Clients need to report their personal details, financial information, and goals.
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