Clone of Individual Tax Client Application

Bookkeeping Client Application Form

Please fill out each field and we will get back to you as soon as it is reviewed.
Taxpayer Name

First NameLast Name
Business Name
Expected business name if not yet established
Entity Type
Preferred E-mail
Phone Number
Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What are you hoping we can help you with this year?
What services are you looking for? Select all that apply
Why are you looking for a new bookkeeper/accountant?
I understand and acknowledge that bookkeeping fees vary by business, but generally start at $250 per month and increase based on complexity and additional services.
How did you hear about us?
If your application is approved, you will receive an approval email and a phone call to review your next steps.
Signature

By signing, you agree to be added as a client in our TaxDome client portal for secure communication, document sharing, and service delivery. You also agree to receive a phone call upon approval to review your next steps.
Is there anything else I should know?
Please add any additional questions and/or comments and we will get back to you as soon as possible.
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Bookkeeping Client Application Form