Tay Accounting - New Client Intake Form

1

Name

First Name

Last Name

2

Email

example@example.com

3

Phone Number

Please enter a valid phone number.

4

Please choose which one do you want to be contacted by

Phone

Email

Does not matter

Other

5

Legal Business Name

6

DBA

7

Company Website

8

Company Address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

9

Please briefly explain what your company does

10

Primary Business Activity/Type

11

Date of Incorporation

Date

12

Tax IDEIN

14

File federal taxes

On a cash basis

Accural

15

How many business bank accounts do you currently have? What bank(s) are they located at?

16

Number of credit cards you have

17

Accounting software you use

If QuickBooks, please indicate Desktop or Online

18

Payroll software or company

19

Do you pay 1099 vendors?

Yes

No

21

Please give details about to service(s) you want from us

22

Additional information we should know

23

Please verify that you are human* This field is required.