2022 Intro Meeting Form

Are You New Here?

Fill out this form so that we can get you onboarded and begin working together! Click TAB to scroll. Only click ENTER when you are ready to submit.
What services are you interested in?

Tax Preparation for your businessTax Preparation for the individual & FamilyTax PlanningDwelling Plan [IRC Section 280A(g)]Accountable PlanHRA Plan (HRA) [IRC Section 105]PayrollAccounting/Bookkeeping ServicesFinancial Planning & Budgeting
Client Name*
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone number

Area CodePhone Number
Spouse Name
Spouse Email
example@example.com
Business Name
Notes:
NEXT STEPS

HG Client Portal Log In, Client Engagement Letter, & Tax Organizer

Clients will receive an email invitation to the HG Client Portal. Once you create a log in, you’ll be able to upload and sign documents. Then Haller Group will send you a client engagement letter and a tax organizer.
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Are You New Here?