New Client Form
  • Thank you for your interest!

  • Here at Pel & Associates, we love to get to know new clients! 

    Before we can get you scheduled, we have a few questions to make sure we can provide you with the services you need. Please fill out this form to the best of your ability. Once it is submitted, we will reach out to hopefully get you scheduled!

  • Format: (000) 000-0000.
  • How do you prefer to be contacted?*
  • How do you plan to file?*
  • Would you like to provide different contact info for your spouse?*
  • Format: (000) 000-0000.
  • Do you have any dependents?*
  • Do you have any children in the home whose returns you want Pel & Associates to prepare?*
  • Do you own a business or are a part owner of a business?*
  • Are you self-employed?*
  • Do you receive any rental income?*
  • Are you paid as a minister?*
  • Do you need us to complete any prior returns?*
  • Can you send us a copy of your previous year's tax return?*
  • Should be Empty: