Client Intake Form

Please, Fill in the information below.*

When did you start your company?

Please indicate the location.

Please list the products and/or services your company currently offers:

What kind of business do you run?

Please specify your registered business structure.

Sales Tax

	YES	NO
Do you have a system in place to collect and remit sales taxes to the state?
Do you offer your goods online or in stores?

Payroll Taxes/Processing

	Information
How many staff do you have right now?
Who is in charge of your payroll? (Paychecks, ADP, or in-house)
Do you have any business partners, investors, or family members?
Do you have a succession plan (purchase/sale agreement, exit strategy) in place?
How much money does your company make on a monthly basis?
Do you use your corporate bank accounts to pay for personal expenses?
What is the total number of business bank accounts you have?
How many credit cards do you have for your business?
What is the total number of business debts you have?
Is there any A/R in your company? If that's the case, how do you keep track of it? (Excel, software, or something else)

Depreciation schedule - Describe the equipment and obtain a schedule of depreciation.

List any commercial leases:

Make a list of any cash payments you've made to suppliers or officers.

Describe how the owner is compensated.

Contractors: Make a list of all the major contractors.

Risk Management, Legal Preparedness & Asset Ownership

	YES	NO
Insurance for Liability (WC, Property & Casualty, Liability)
Other types of insurance (Life, Disability Voluntary Benefits)
Have you established any legal directives (e.g., will, durable power of attorney, living will, health care proxy)?
Do you have a Will or a Trust?
Do you own a piece of property?

If you selected “Yes” in any column, please provide a brief explanation below

Bank Accounts - List of Bank Accounts

Account Information

Notes