New Client Form

First Name:

Last Name:

Address:

Email:

Cell Phone:

Spouse Name:

Kids Names And Ages:

Business Name:

Business Type:
—Please choose an option—LLC (Individual)LLC (Partnership)LLC (S Corp)SSole ProprietorC CorpS CorpPartnership

Interested Services Selection:
Business consultingBookkeepingPersonal Tax PrepBusiness Tax PrepPayroll ServicesBusiness SetupTax Notice/Amended ReturnsTrust/Estate/Gift ReturnsNon Profit Tax ReturnsSales TaxProperty TaxOther

Miscellaneous:

When was the last year you filed tax for?

Are you current with your Federal Income Tax Obligations? State?

Have you used a CPA before?