[Firm Name ] New Client Setup Individual
General Client ID# Engagement # Name Address 1 Address 2 City State Zip Newsletter Telephone Fax Cell Phone Business Tele Client ID# Social Sec # (T) Social Sec # (S) Type: Group: Entity Type Year End E-Mail Projects Administrative 1040 Partner: Phil Jennifer Group: Individual Business Referral Business Develop Financial Stmt Bruce 1041 1065 1120 1120-S 990 Admin Audit Bus Consult Bus Develop Compile General Ledger IRS Litigation Payroll Review Misc Billable Individual Preparer: Phil (2) Jennifer (8) Bruce (9) Individual Tax Tax Projection Astrop Financial Planning Custom Format: (Standard) Biller: Phil Jennifer Bruce Billing