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Client Intake
Client Intake Form
By Suresh Hariharan
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25 September 2023
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Name
*
First
Last
Business Name
*
Business Type (Check all that apply):
*
Sole Proprietor
Partnership
Corporation
Non- profit
LLP
LLC
Individual
Email
*
Phone Number:
*
Address:
*
Type of services needed:
*
Accounting/Bookkeeping
Personal Tax preparation
Business Tax preparation
Trust Tax preparation
Estate Tax preparation
Payroll
Tax planning
1099
Financial Planning and Investment Advice
Business Planning and Development
Expense Reports
What does your company do?
*
How many employees do you have:
*
When was your last tax filing?
*
Are you in compliance with sales tax filing?
*
Yes
No
How many business accounts do you have?
*
How are you computing Payroll?
*
How have you been keeping your financial data?
*
Do you currently have a bookkeeper? If yes, please provide the name and contact information of the bookkeeper.
*
Please provide three days and two-hour time blocks when you are available to do a video call:
*
Submit