Business Client Intake Form

Business Name

Business EIN

Point of Contact/Name

Role

Phone(s)

Business Taxed as

SCH C

Partnership

S-Corp

C-Corp

Location Address

Mailing Address if Different from Location

How did you hear about us?

Tax Source Documents

Maximum file size: 104.86MB

**New Business Client Initial Consultation Fee $200.00
**$50.00 Cancellation Fee applies to all appointments not cancelled within 24 hours/no show

Date

Client Signature

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