Client Intake Form

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125 W Sunrise Blvd

Ft Lauderdale Fl 33311

(305) 397-7765

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(305) 397-7765

First Name & Last Name

Phone

Email

EIN#

Company Name

Briefly describe what your company does, how you pay your employees, and 3 areas you want to improve in your accounting:

Which type of entity is your company (LLC, S-Corp, C-Corp, Sole-Proprietor)?

Do you file federal taxes?

Cash basis

Accrual

Do you collect sales tax?

Yes

No

What services are you looking for us to provide?

Business Start-Up Assistance

Monthly Account Reconciliation

Payroll

Client Billing/ Invoices

Year End Tax Package

State Tax Reporting

Budgeting/Forecasting

Cash Flow Reporting

Other

Thanks for submitting!

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