Welcome Aboard
Client Intake Form
A few details to get your books set up right. This takes just a few minutes — fill it in below, then choose Print / Save as PDF to send us your completed copy.
Primary Contact
Name
Phone
Email
Address
City
State
Zip Code
Business Information
Business / Entity Name
Legal DBA
Owner
Business / Entity Address
Facebook Link
Business Type
Industry
Years in Business
Nature of Business
EIN or SSN
Texas Workforce Commission (TWC)
Business Banking Info
Enter how many of each you have, then list the banks. Example — Checking: 2 · Chase, Amegy.
# of AcctsLast 4 of Account
Checking Accounts
Savings Accounts
Credit Cards
Other
Signature
Date
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Your details — including your EIN or SSN and banking information — exist only in
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