New Client Interest Form Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Legal NameFirstLast us Who confidential Preferred NameWhich pronouns do you use?she / herhe / himthey / themotherEmail *Phone *Were you referred to us by a current client, another accountant, or local community member? *yesnoWho were you referred by? *We currently have a waitlist for new clients. Would you like to be added to our waitlist? yesnoWhich services are you inquiring about? *Individual tax preparation (including married filing jointly)Business tax preparationNonprofit tax preparationEntity formationConsultationFor which year(s) do you need tax services? (check all that apply) *current tax year: my return is not on extension or overduecurrent tax year: my return is on extensioncurrent tax year: my return is overdueupcoming tax yearprior tax yearotherHave you worked with an accountant before? *— Select Choice —yesnoIn what capacity have you previously worked with an accountant? *Personal Tax ReturnBusiness Tax ReturnWhat industry/industries do you work in? *What is your organization's name? *Please link your organization's websiteHas your organization filed a Form 990 in the past? *— Select Choice —yesnoDoes your organization have formal or professional bookkeeping? *— Select Choice —yesnoWhich system or software does your organization use for bookkeeping (including payroll)? *Quickbooks OnlineQuickbooks DesktopGustootherDoes your organization currently have payroll? *— Select Choice —yesnoHow is your payroll currently administered?Does your organization have regular board meetings? *— Select Choice —yesnoIn which state(s) is your organization registered? *What is your organization's purpose or mission? *What was the amount of your gross receipts in the past fiscal year? *What is your primary reason for reaching out to us / needing support? Anything else you would like to share? (Please do not provide confidential or sensitive information). Submit
