New Client Form
TaxSmith Tax & Accounting
Name
First Name
Last Name
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What can we help you with today? (Please select all that apply)
Personal Income Tax
Business Income Tax
Business Tax Services (Withholding, Sales & Use, Product Taxes)
Payroll/Accounting Services
General Accounting/Auditing/Financial Hub Services
How would you like to meet?
In-office appointment (mask required due to COVID-19; limit 2 persons per meeting)
Conference Call
Zoom Meeting
Please select the date/time you would like to meet. We will try to schedule your appointment as close to your selected date/time, and will contact you if that time is not available. Our meetings are scheduled in 30 minute intervals.
Do you have any questions or concerns for us to consider prior to your appointment?
Please upload any files you feel we may need for your meeting. All files are uploaded to Dropbox.
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