Client Onboarding


Client Onboarding Questionnaire

Thank you for selecting our firm for your Accounting & Tax needs, please complete this questionnaire in order to help us expedite your onboarding process.

Client Onboarding Questionnaire

Personal Information

Business Banking Information

If you have chosen our Firm to manage your Business Accounting please contact your bank and request that they provide a separate sign in for our Firm. Please indicate the following sign-in credentials:

Business Credit Card(s)

Access Information

Do you have business Credit Cards?

Business Loan(s)

Access Information

Do you have business loans?

Please provide us with your Lender statements or online access information by filling out the following:

Maximum upload size: 10.49MB

PayPal, Square, and other Sign-in credentials:

Sign In

Please indicate any additional Sign-in credentials not mentioned above, e.g.: PayPal, Square, Shopify, existing Payroll Providers etc…

Additional Business Questions

Do you collect sales tax?
Maximum upload size: 10.49MB
Do you have any employees?
Is your Accounting caught up?

Third Party Authorization

Do you want to authorize someone other than yourself to discuss your financial matters?

I authorize for you to speak with the following individuals regarding my account(s):

Business Information

Maximum upload size: 10.49MB

Prior Year Tax Returns

Maximum upload size: 10.49MB
Maximum upload size: 10.49MB