SECTION 1: Client InformationFull Name *Date of BirthOccupationStreet AddressCityState/ProvinceZIP / Postal CodePhone NumberEmail AddressPreferred Method of Communication *EmailPhoneMailSpouse’s Full Name (if applicable)Spouse’s Occupation (if applicable)SECTION 2 — Business Information (if applicable)Business NamePrincipal Business Activity / IndustryStreet AddressCityState/ProvinceZIP / Postal CodeEmployer Identification Number (EIN) / Tax IDUpload IRS EIN Confirmation Letter (Form CP 575)Choose FileNo file chosenDelete uploaded fileEntity TypeSole ProprietorshipPartnershipLLCS CorpC CorpNon-ProfitOtherIf Other, StateDate of Business Formation / IncorporationFiscal Year End (MM/DD)Registered to Report Sales Tax?YesNoNumber of Employees (including contractors)SECTION 3 — Accounting & Financial DetailsReason for Seeking Our ServicesPrimary Financial Goals or ChallengesAre Your Tax Returns Current?YesNoIf No, When Was the Last Time You Filed?Do You Currently Use Accounting Software?YesNoIf Yes, Which Software?Accounting MethodCash BasisAccrual BasisNumber of Business Bank AccountsNumber of Credit Card AccountsAverage Monthly Transaction VolumeSECTION 4 — Services DesiredSelect the Services You Are Interested In *CFO Advisory ServicesTax Preparation & Planning (Personal)Tax Preparation & Planning (Business)Bookkeeping / General Ledger MaintenancePayroll ProcessingFinancial Statement PreparationPersonal Financial PlanningSales Tax FilingNew Business Formation ConsultationOtherIf "Other," please specifySECTION 5 — Supporting Documents & AccessPrior Year’s Tax ReturnsChoose FileNo file chosenDelete uploaded fileFinancial Statements (Balance Sheet, P&L)Choose FileNo file chosenDelete uploaded fileArticles of Incorporation / OrganizationChoose FileNo file chosenDelete uploaded fileYear-End Bank & Credit Card StatementsChoose FileNo file chosenDelete uploaded fileDriver’s License / ID / Proof of AddressChoose FileNo file chosenDelete uploaded fileSECTION 6 — Engagement Terms & SignaturePreferred Start DateHow Did You Hear About Us?Acknowledgment *I confirm that the information provided is accurate and understand that an engagement letter will be provided before services begin. I consent to the secure use of this information.Signature (Type Your Name) *Date SignedSubmit
