Client Intake Form

Client Intake Form
Contact Name*

First NameLast Name
Company Name*
DBA (if applicable):*
Email*
example@example.com
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Preferred Method of Communication:

EmailPhoneText

Business Entity Type

Sole ProprietorLLC (Single Member)LLC (Multi-Member)S-CorpC-CorpPartnershipNot Sure
Industry/Type of Business
Business Start Date*

MonthDayYear
Date
State of Operation
Employer Identification Number (leave blank if sole proprietor without EIN)

Do you currently have a bookkeeper?

YesNoType option 3Type option 4
Are your books currently up to date?
When was the last month month your books were completed?

MonthDayYear
Date
Have prior-year books been cleaned up?

YesNoPartially

Nuber of Business Bank Accounts
Number of Business Credit Cards
Do you use any of the following platforms
Payroll Provider (if applicable):

Average Monthly Transactions

Under 5050-150150-300300+
Number of Monthly Invoices Sent?
Number of Monthly Bills Paid?

Upload Available Documents

Cancelof

Are there any current issues or concerns we should be aware of?
Anything else you would like us to know?

Client Acknowledgement

This content is for general informational purposes only and does not constitute tax of financial advice.
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