New Clients Start Here If you are looking for new accounting services, you’re in the right spot! Before we can schedule an introductory meeting, we need some information from you. Which types of entities do you need help with?(Required) Individual Business Trust or Estate Non-profit Select all the entity types you’d like to discuss.Your name(Required) First Last Your spouse's name First Last Your email address(Required) Your phone number(Required)Your home address Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Last 4 digits of your SSN Your occupation The name of your business, trust, estate, or non-profit Are you the main contact for this entity? Yes No Name of main contact First Last Email of main contact Phone number of main contactIs there a secondary contact? Yes No Name of secondary contact First Last Email of secondary contact Phone number of secondary contactLast 4 digits of your entity's EIN Date Trust/Estate was created MM slash DD slash YYYY Date of death MM slash DD slash YYYY Your entity's address Street Address Address Line 2 City ZIP Code Your entity's industry How did you hear about us? How can we help you?(Required)
