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Client Acceptance Form
Company Name:*
Address:*
City:*
State:*
ZIP:*
Phone:*
Fax:
Please include area code
Email:*
Password:*
Web Site:
Federal Identification number:
State Withholding number:
Sales Tax Number:
Corporate Charter Number:
State of incorporation:
Date of incorporation:
 
Unemployment Tax Number:

Owners


Name:*
Address:*
City:*
State:*
ZIP:*
Phone:*
Fax:
Please include area code
SSN:

Industry Type:
How Long in Business:
Form of organization:
Corporation
Partnership
Individual
Limited Liability Company
Other Please specify:
Annual sales:
Number of employees:
Number of vendors/suppliers:
Number of customers:

Computer System Info
What type:
Internet connection, what type?
How many hours dedicated to computer use daily:
At what time is that use performed
What applications used
What accounting applications knowledge, Etc:
Services Needed:
1099(s) & 1098(s) Preparation Accounting & Bookkeeping Services Payroll Services
SUPPORT Tax Preparation - 1040 Tax Preparation - 1040A
Tax Preparation - 1040EZ W2 (s) & W3 Preparation

Accounts payable:
Vendor Checks
1099/1098
Accounts Receivable
Invoicing
Statements
Collections

General Ledger

For how many transactions monthly

Depreciation

How many assets
Financial statements

Tax Services

Income Tax:
Sole-proprietor
Partnership
LLC
Corporation
Other:

Property Tax:
Local, City
Excise
Payroll
Other:

Sales Tax:
Annual
Monthly
Quarterly
States….

Need of catch up work

How many months?
What months and year?
Need late tax preparation work, years:
  I agree to the terms & conditions:
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