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by Kevin | Dec 14, 2016 | Uncategorized

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Individual Client Intake Form

Business Name(Required)

Address(Required)

Email(Required)

Phone(Required)

Preferred Form of Communication

How Did You Hear About us

Are you currently working with a CPA for your individual needs?

If so, why are you seeking a new tax professional

Requirements(Required)

if not, how many years has it been since you filed(Required)

Why were prior year returns not filed(Required)

Please check the service(s) needed.

Consulting

Individual Income Tax Return

Financial Planning

Please provide a brief overview of your business goals(Required)

Other comments, questions, concerns or needs(Required)

How can we help you?

Name(Required)

Phone(Required)

Email(Required)

Please check the service(s) interested in.

Business Accounting

Business QuickBooks

Business Payroll

Business Audits

Individual Taxes

Individual Financial Planning

Individual Legacy Planning

Individual Wealth Transfer

Other

Company Name

Message

Business Client Intake Form

Business Name(Required)

Business Address(Required)

Email(Required)

Phone(Required)

Primary Business Activity/Type

Entity type

How Did You Hear About us

Please check the service(s) needed.

Business Tax Return

Financial Statements

Bookkeeping

Payroll/Payroll taxes

Sales tax

onsulting

Requirements(Required)

if not, how many years has it been since you filed(Required)

Why were prior year returns not filed(Required)

Please list any form of accounting or tax software you currently use(Required)

Are you currently working with a CPA(Required)

Approximate business revenue

Number of employees(Required)

Message(Required)

What are your top 3 business issues/problems(Required)

Other Comments(Required)

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Individual Client Intake Form

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