New Client Contact Information

Welcome!

Thank you for choosing Hart CPA Group LTD. We are excited to work with you. We strive to make the onboarding process as painless as possible. If you ever have any questions or concerns, give us a call! We are happy to assist in any way we possibly can.

We use Jotform for our data collection forms. They provide end-to-end encryption so your personal information is safeguarded to the highest degree.

This form may be long, but it is necessary for us to gather all initial information. We only ask for most of this stuff only once (Phew!).

Here are some items you will need handy (possibly digitally) to fill out this form:

Individuals	Businesses
Taxpayer & Spouse Contact Information & SSNs Driver's License(s) State ID(s) POA (Representatives Only)	EIN Incorporation/Organization Documents State Registrations Sales Tax Registrations Conact Information

Let's get started!

Are you providing information for a person or a business?*

Individual (Taxes & Planning)Business (Taxes, Accounting, Consulting)Both

Business Information
Legal Business Name*
Doing Business As (DBA)
State of Incorporation/Organization*
Business EIN*
Encrypted
Date of Formation*

MonthDayYear
Date
Business Formation Type*
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Main Point of Contact*

First NameLast Name
Position/Title*
Email*

Confirmation Emailexample@example.com
Primary/Mobile Phone Number*
Please enter a valid phone number.
Secondary Phone Number
Please enter a valid phone number.
Enter a second point of contact?*

YesNo
Secondary Point of Contact*

First NameLast Name
Position/Title*
Email*

Confirmation Emailexample@example.com
Primary/Mobile Phone Number*
Please enter a valid phone number.
Secondary Phone Number
Please enter a valid phone number.
Business Documents

We will now ask you to provide additional documentation regarding your business. Not all documents are necessary for all engagements.

If you are unsure on what you need to send us, please reach out! We are happy to let you know what documents we would need to have on file.
Do you have the following documents accessible to upload right now? We will ask for them later if not, so do not worry.

Articles of Incorporation/Organization (Accounting Services)SS-4 Letter from IRS w/ EIN (Accounting/Tax/Audit Services)State Registrations (Accounting Services)Sales Tax Registrations/Exemptions (Accounting/Tax Services)Previous Year Tax Returns (if not your first year in business) (Accounting/Tax Services)
Please upload the above checked business documents.*

Cancelof
Any special notes we should know about?

Person Completing This Form
Name*

First NameLast Name
Email*

Confirmation Emailexample@example.com
Phone Number*

Country CodeArea CodePhone Number
Please verify that you are human*
Should be Empty:

New Client Contact Information

Welcome!

Individual Information

Primary Taxpayer Information

Driver's License or Fed/State ID Information

Spouse Information

Driver's License or Fed/State ID Information

Representative (POA)

Business Information

Business Documents

Person Completing This Form