This form is used to collect the information needed to set up new business client files and to determine what is required for accounting and tax services throughout the year. Once this form is completed, any additional information can be uploaded to TaxFolder.com, once you are granted access. Or if you prefer you send them by email to email@example.com, by regular mail or you can make arrangements to drop them off at my office.
I take the confidentiality of the information you provide seriously. All information collected on this form and in the course of preparing the company year end is covered under the terms of my Engagement Letter. Please contact Melanie Gesy if you have any questions while filling this out.
DO NOT SUBMIT THIS FORM IF YOU ARE NOT A NEW CLIENT.