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Client Tax Organizer

If you are first-time client requesting tax services, we ask that you please complete our Client Tax Organizer form prior to meeting.

  • Client Tax Organizer
     
    Right Click (Windows) or Ctrl-Click (Mac) on above link, then choose "Save as" and save the PDF form to your chosen location on your computer. After completing the form, you may print the form and bring it with you to appointment, or e-mail it to us as an attachment.

Business Questionnaire/Contact Form

If you are a business and would like to send us an email, please complete the following form and submit. A representative will contact you within 1 business day.

* Indicates required fields
Business Name:
Contact Person:
Title:
Email Address*:
Phone #:
( - Ext.     
Best Time to Call:
Nature of Business:
Entity Type:

Gross Receipts/Sales:


# of Employees:
Gross Payroll:

Services you are requesting:

Accounting/Bookkeeping
Tax Preparation
Pre-Employment Verification
Administrative
Other:

Are you currently using accounting/bookkeeping software? If yes, what brand?
How did you hear about us?
If referred, please enter name of referral:
Web site Address (If Applicable):
Additional Comments*:
 
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