Client Intake Form

Start Here — Let’s Get to Know You

Thank you for your interest in working with Chicago Bookkeeping Solutions. This form helps us understand your needs and determine if we’re the right fit. Please take a moment to answer a few brief questions. It should take no more than 3–5 minutes.

Once submitted, we’ll review your information and follow up with next steps. If we’re a match, you’ll either receive a link to schedule a discovery call or a proposal tailored to your needs.

Your information is kept strictly confidential and will never be shared.
IndividualOrganizational Entity

Tell Us About You – Individual Tax Client Intake
SingleMarried - Filing JointlyMarried - Filing SeparatelyHead of House
Name

First NameLast Name
Email

Confirmation Emailexample@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Name

First NameLast Name
Spouse Email
example@example.com
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.