1. Your Information

    1. *Your full name

    2. *Your address

    3. *Your primary contact number

    4. *Your email address

    5. *Date of birth

    6. *Occupation

    7. *Tax filing status

  2. Dependents

    1. *How many dependents do you have?

  3. Income

    1. *What types of income do you typically receive?

    2. *Do you make contributions to a retirement plan such as a pension, 401K, IRA?

  4. Documentation

    1. *Previous tax return

  5. Curious

    1. How did you hear about us?

    2. What are you looking for help with from us?

    3. Are you coming to us from another accounting firm?

    4. Please provide us with an approximate date you’d like us to begin.

    5. Is there anything else we should know about you?

Accounting Client Onboarding - Individual (USA)


Accounting Client Onboarding - Individual (USA)

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*Your full name

Include middle names if applicable.

*Your address

*Your primary contact number

Here, you can provide us with the primary contact number that we can reach you on if we need to discuss anything with you personally.

*Date of birth

*Occupation

*Tax filing status

  • Single

  • Married filing jointly

  • Married filing separately

  • Head of household

  • Qualifying widow(er)

  • Unsure

*How many dependents do you have?

Please ensure that your answer meets the following requirements:

*What types of income do you typically receive?

  • W-2 Income

  • Self-Employment

  • Real Estate

  • Interest/Dividends

  • Unemployment benefits

  • Social security

  • Alimony

  • Foreign Income

  • Other income

*Do you make contributions to a retirement plan such as a pension, 401K, IRA?

  • Yes

  • No

*Previous tax return

Please upload your most recent tax return.

Choose fileor drag a file here

How did you hear about us?

What are you looking for help with from us?

Are you coming to us from another accounting firm?

  • Yes

  • No

Please provide us with an approximate date you’d like us to begin.

If you're not sure, leave empty.

Is there anything else we should know about you?

Is there anything else you'd like to mention or add that we missed?