Bookkeeping Client Intake Form
Please provide your business and contact details to help us start your bookkeeping efficiently.
Client Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Please describe any specific bookkeeping needs, concerns, or requirements you have
Section 2 — Service Type
Select the service types you require
*
Bookkeeping
Tax Planning
Accounting Services
Payroll
Other
Section 3 — Business Information
Business Name
*
Business EIN
*
Business Structure
*
Sole Proprietor
LLC
S-Corp
C-Corp
Partnership
Industry / Nature of Business
*
Business Start Date
*
-
Month
-
Day
Year
Date
Number of Employees / Contractors
*
Accounting Software Used
*
QuickBooks
Wave
Xero
None
Other
Other
Section 4 — Tax History
Did you file taxes last year?
*
Yes
No
Were your taxes prepared by a professional?
*
Yes
No
If yes, name of previous preparer (optional)
Do you have any unresolved IRS/state notices?
*
Yes
No
Business Income/Expense Reports
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Bank Statements
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Identification (Driver’s License or State ID)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Section 5 — Document Uploads
Prior Year Tax Return
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Additional Documents
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Section 7 — Bookkeeping Details
How are your records currently kept?
*
Spreadsheet
Accounting Software
Paper Receipts
Not Organized
Do you need monthly, quarterly, or annual bookkeeping?
*
Monthly
Quarterly
Annual
Approximate number of monthly transactions
*
Do you need cleanup/catch-up work?
*
Yes
No
How many months behind?
*
Section 8 — Payment & Policy Acknowledgment
I understand the $100 deposit is required to secure an in‑person appointment and is non‑refundable. This fee goes towards your total invoice.
*
$100 in-person appointment fee
No fee virtual appointment
Refund Disbursement Preference
*
Direct Deposit
Check
Prepaid Card
Routing Number
*
Account Number
*
Account Type
*
Checking
Savings
Section 9 — Additional Notes
Additional Notes
Section 10 — Signature
Client Signature
*
Date
*
-
Month
-
Day
Year
Date
By submitting this form, I acknowledge and agree to the following: • Authorization for Payment: I authorize S & S Fortune’s Tax Services to draft my account for all bookkeeping and accounting services rendered. I understand that all fees are due at the time services are provided unless otherwise stated in a written service agreement. • Service Separation: I understand that bookkeeping and accounting services are separate from tax preparation services, and each service may require its own engagement, pricing, and documentation. • Cancellation Policy: Either party may terminate services with a 30-day written notice. I understand that I am responsible for all fees incurred up to the effective cancellation date. • Accuracy & Documentation: I confirm that all information and documents I provide are accurate to the best of my knowledge. I understand that incomplete or inaccurate information may delay services or affect the quality of financial reporting. • Communication Consent: I authorize S & S Fortune’s Tax Services to contact me via phone, email, or text regarding my account, service updates, document requests, and billing matters. • Confidentiality: I understand that all information I provide will be kept confidential and used solely for the purpose of delivering the services I have requested. • Responsibility for Timely Submission: I acknowledge that delays in providing requested documents or responses may impact deadlines, reporting accuracy, or service timelines. By signing below, I confirm that I have read, understand, and agree to the terms listed above.
*
I acknowledge and agree to the terms and conditions of the payment and policy.
Submit Intake Form
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