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 NameFirstLastPreferred NameWhich pronouns do you use? *she / herhe / himthey / themotherEmail *Phone *Were you referred to us by a current client 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 formationConsultation is board For 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
