Client Intake Interest Form
Name
*
First Name
Last Name
Email
*
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
What's the best way to reach you?
*
Phone - morning
Phone - afternoon
Phone - evening
Email
Any of the above
Are you a business owner and/or self-employed?
*
Yes
No
Company Name
Company Website
What city and state are you located in?
Please briefly explain what your company does:
When did your business approximately begin?
Do you currently have a CPA, or have used one in the past?
Yes
No
What accounting software do you use?
QuickBooks Online
QuickBooks Desktop
Microsoft Excel
Pen and paper
Other
What other accounting software are you currently using?
Do you use payroll services to pay employees?
Yes
No
N/A
Number of bank accounts you have
Number of credit cards you have
What type of tax preparation services do you need?
Individual
Business
Both
Are there any other type of services you are interested in?
Yes
No, not at this time
What other type of services are you interested in?
Additional information we should know
Please verify that you are human
*
Submit
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