Client Intake Form - Abbott Accounting Solutions

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Taxpayer Legal Name(Required)

Spouse Legal Name(Required)

Filing Status(Required)

Personal Email(Required)

Business Email

Phone(Required)

Home Address(Required)

Street Address City State ZIP Code

What applies to your tax situation?(Required)

Self Emplyed Single Member LLC (Schedule C)

Multi Member LLC Partnership

Sole Proprietor (1099 NEC)

S-Corp

C-Corp

Rental Investments

Business Name(Required)

Business Type(Required)

EIN for Company (If Applicable)(Required)

What is your approximate annual revenue?

Under 50K

50K - 150K

150K - 500K

500K+

What is the status of your bookkeeping?(Required)

Up to Date

Slightly Behind

Several Months behind

Not Started

How do you track your income and expenses?(Required)

Quickbooks/Accounting Software

Spreadsheet

Bank Statements

Not Tracked

Are you looking for Bookkeeping Services?(Required)

Yes

Do you need quarterly tax estimates for your business?(Required)

Yes

Unsure

More Info

Are all prior year tax returns filed?(Required)

Yes

Do you owe the IRS or any states?(Required)

Yes

Amount Owed (Estimated Amount is acceptable)(Required)

Have you received IRS/State notices in the last 12 months?

Yes

Have you ever been audited by the IRS?

Yes

If you have been audited, please explain why:(Required)

Are you able to provide all required documents by firm deadlines?(Required)

Yes

When are you expecting your return to be completed?(Required)

March

April

Extension is Acceptable

Our Minimum Tax Preparation Fee for Individuals start at $575 depending on complexity. Do you agree to this pricing structure?(Required)

Yes

Our Minimum Preparation Fee for Business Returns start at $1075 depending on complexity. Do you agree to this pricing structure?(Required)

Yes

What are you looking for in a tax professional?(Required)

Why are you leaving your previous accountant? (if applicable)(Required)

New Client Intake

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