Jessica’s Tax and Admin Solutions | New Client Intake Form
Thank you for your interest in Jessica’s Tax and Admin Solutions. Please complete this intake form so I can learn more about your needs and recommend the best service package for you.
Section 1:
CLIENT INFORMATION
Name
First Name
Last Name
Business Name (if applicable)
ABC LLC
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
Please enter a valid email address.
Format: (000) 000-0000.
Preferred Contact Method:
Email
Phone
Either
Section 2:
BUSINESS DETAILS
Do you currently own a business?
Yes
No
Starting Soon
Business Structure
Sole Proprietor
LLC
Corporation
Unsure
Industry/Type of Work
How long in business?
New
Under 1 Year
1-3 Years
3+ Years
Section 3:
SERVICES NEEDED
Which services are you interested in?
Tax Preparation
Bookkeeping Cleanup
Monthly Bookkeeping
Quarterly Tax Support
Business Setup Assistance
Virtual Assistance Services
Not Sure/ Need Guidance
What is your biggest challenge right now? (Examples: Behind on books, owe taxes, disorganized, need systems, no time, etc.)
Section 4:
READINESS & BUDGET
How soon are you looking to get started?
ASAP
Within 7 days
This Month
Just Exploring Options
How soon are you looking to get started?
ASAP
Within 7 days
This Month
Just Exploring Options
What monthly investment are you comfortable with for professional support?
$150-$300
$300–$500
$500+
Need Recommendation
Section 5:
DOCUMENTS / STATUS
Are your tax filings current?
Yes
No
Need Help
Are your books currently up to date?
Yes
No
Unsure
Do you need cleanup of past months?
Yes
No
Additional Details:
Please provide any additional details or specific requirements regarding the virtual assistant services you're looking for:
Submit
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