Let’s Get Started! Name NEW TAX CLIENT - PARTICULARS Individual Your Full Name * Mailing Address Preferred Phone Secondary Phone Type Mobile Home Work Type Mobile Home Work Email * Type Personal Work Other FAX Preferred Method of Communication Email Phone Text Portal Occupation and Employer Preferred Invoicing Method Email Mail Portal How would you like to receive completed tax returns? Electronically Hard Copy Both Whom may we thank for referring you? Spouse's Name Preferred Phone Secondary Phone Type Mobile Home Work Type Mobile Home Work Email Type Personal Work Other Spouse's Occupation and Employer Business Company Name Type of Entity? Sole Proprietor S Corp C Corp Partnership LLC Trust Nonprofit Other? Phone * Email FAX Alt Email Business Description Mailing Address Other Address
