New Client Interest Form
Please provide your details and let us know what you're interested in.
Taxpayer
*
First Name
Last Name
Spouse (if applicable)
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Any kids at home? If yes, how many?
Have you worked with us in the past?
Yes
No
If yes, reason for going elsewhere. If no, reason for leaving current accountant/tax preparer.
How did you hear about us? Did someone refer you?
For potential clients seeking help with their Individual Tax Returns
If you are interested in our Individual Tax Preparation services for your 1040 tax return, please complete this section. If not, please skip to the Business Section.
Individual Inquiries: What are you interested in?
Tax Preparation
Consulting - how to lessen my tax burden legally
Are you current with your tax filings?
Yes
No
If you are NOT current with your tax filings, what years need to be completed?
What type(s) of income do you have?
W2 Wages
Self Employment (Farming, Construction, etc - 1099 Income & Expenses)
Social Security
Retirement/Pension (401K, 403b, IRA, etc.)
Rental Income
Investments (Stocks, Crypto, etc.)
Other
Have you sold any property (house/land) in the past year?
Yes
No
Can you provide a copy of your prior year's tax return?
Yes
No
Please provide any additional details or questions
For potential clients seeking help with their Businesses
If you are interested in our Business Services please complete this section.
Business Inquiries: What is the name of your business?
How many years have you been in business?
Business Inquiries: What type of tax return do you file? (NOTE: We do not file C Corporation tax returns)
Everything is reported on my personal 1040 tax return
S Corporation
Partnership
Are you current with your tax filings?
Yes
No
If you are NOT current with your tax filings, what years need to be completed?
What services are you seeking help with?
Bookkeeping
Payroll
Consulting
Tax Returns
If you have employees: How many employees do you have? How often do you pay? (weekly, bi-weekly, etc.)
What software do you currently utilize?
QuickBooks Desktop
QuickBooks Online
Other Accounting Software
Excel/Spreadsheet
Paper/Pencil/Filing
I just keep receipts and give to my accountant at the end of the year to total.
Please provide any additional details or questions
Submit
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