Tax Client Intake Form
To better serve our current clients, we are not accepting new clients until Mid-May/ beginning of June. If you'd still like to be a client at that time, please continue filling out this form. There are also links on our website (www.gjcpa.net) to file an extension on your own.
Taxpayer Name
First Name
Last Name
Secondary Taxpayer Name
First Name
Last Name
Email
example@example.com
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Which is best to reach you at?
Phone
Email
Does not matter
Other
Please briefly explain what services you are wanting from us.
Your previous CPA and the firm they were with
Please provide some insight as to why you left your last CPA.
Additional information we should know
How did you hear about us?
Referral from current client
Online
Other
If other, please explain
Please verify that you are human
*
Submit
Should be Empty: