[Firm Name ] New Business Client Information
Client ID Number:
Biller:
Preparer s/o
Client Name:
Shareholder: Group: Set-Up Date:
Basic Client Information
Contact Person: Address:
Street or PO Box
(Please check Tax Filing States
2nd Line Street
all that apply)
City
State
Zip Code
AL AK AZ AR CA CO CT DE DC FL GA HA ID
IL IN IA KS KY LA ME MD MA MI MN MS MO
MT NE NV NH NJ NM NY NC ND OH OK OR PA
PR RI SC SD TN TX UT VT VA WA WV WI WY
Telephone:
Fax:
Entity: email address: Fiscal Year End:
First Tax Return Year to Prepare:
Corporation S-Corporation Partnership Trust
Sole Proprietorship Tax Exempt LLC/LLP
(other)
SIC Code or Industry: Annual Revenues: Number of Employees:
Date Formed:
Federal ID #:
State ID #: City Tax #:
Brief description of entity and business activity
Key Owners
Affiliated businesses
Client Attorney Address
Phone
Referred by Company
Engagements (please check all that apply)
Assurance Services Audit Business Valuation Consulting Governmental Acctg Litigation Mgmt Advisory Services Non-profit Non-Traditional Engagement Pension Plan Audit Personal Property Tax Retirement Plans Review Services SEC Practice Client Write-Up & Compiliations PENDING - UNKNOWN Audit-401(k) Other Tax - C Corporation Tax - Child Tax - Estate Tax - Fiduciary Tax - Foreign Sales Corp Tax - Gift Tax - Individual Tax - Ptr Tax - S Corporation
Anticipated Staff Assignments / Estimated Budgeted Hours
Year
Update Needed Yes No
Billing/Master File Client Network Folder Front Desk Rolodex Secretarial Rolodex Shareholder Rolodex CRM Marketing Codes PC (postcard) TX (tax letter/booklet) FO (Foundation)
Set-up Sheet Scanned
By
Completed Date [Name ] [Name ] [Name ] [Name ] [Name ] [Name ] [Name ]
Ticklers:
Set-up Description
Campaign?
Please return paper files to X [Name ]
Please return this form to [Firm Administrator ] for scanning.