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Client Intake Form

Please complete this form so we can better understand your bookkeeping and tax needs. All information provided will be kept confidential and used solely to evaluate and provide our bookkeeping and tax services.

Client Information

Multi-line address

Services Requested

Multi choice

Business Information

Prior Accounting & Tax History

Income Sources

Multi choice

Banking & Records (Bookkeeping Clients)

Do you have a separate business bank accounts?
Yes
No
Do you have a business credit card?
Yes
No
How often do you want bookkeeping completed?
Monthly
Quarterly
Cleanup

Payroll & Sales Tax

Do you have employees?
Yes
No
Do you collect sales tax
Yes
No
Not sure

Documents You Will Provide

Multi choice

Is there anything else we should know?

How did you hear about us?

Dropdown

By signing this form, I confirm that the information I have provided is complete and accurate to the best of my knowledge. I understand that I am responsible for providing complete and accurate records necessary for bookkeeping and tax services.

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