Client Intake Form 2021

Leigh-Erin LLP: New Client Onboarding

PLEASE FILL OUT ALL APPLICABLE INFORMATION
Partner #1 Name*

First NameLast NameSuffix
Partner #1 SSN
Partner #2 Name*

First NameLast NameSuffix
Partner #2 SSN
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Business Name
Business EIN
Business Phone Number
Please enter a valid phone number.
Business Address

NO P O BOX/ PHYSICAL ADDRESS ONLY

Street Address Line 2

CityState / Province

Postal / Zip Code
Which services are you looking for Leigh-Erin to provide?

CFO ServicesTaxFinancial PlanningBookkeepingPayrollLegal Business FormationBusiness Consulting ServicesHuman Resource SolutionsOther
Annual Revenue (prior-year)
Number of Employees
What are your main goals for your company this year?
Please upload any relevant documents (Financial Statements, Business Plans, IRS Notifications, State Documentation, etc.)

Cancelof

Leigh-Erin LLP: New Client Onboarding