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by Kevin | Dec 14, 2016 | Uncategorized

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Individual Client Intake Form

Business Name(Required)

Address(Required)

Email

Phone

Primary Business Activity/Type

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

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Requirements(Required)

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Please check the service(s) needed.

Consulting

Individual Income Tax Return

Financial Planning

Message(Required)

Message(Required)

How can we help you?

Name(Required)

Phone

Email

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

Phone

Primary Business Activity/Type

Entity type

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Please check the service(s) needed.

Business Tax Return

Financial Statements

Bookkeeping

Payroll/Payroll taxes

Sales tax

onsulting

Requirements(Required)

Untitled(Required)

Untitled(Required)

List any form(Required)

List any form(Required)

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Message(Required)

Message(Required)

Message(Required)