New Client Application

Taxpayer Name*

Date of Birth

Occupation

Taxpayer Cell Phone*

Taxpayer Email*

Spouse Name

Date of Birth

Occupation

Spouse Cell Phone*

Spouse Email*

Street Address

City

State

Zip

County

Mailing Address (If different)

City

State

Zip

County

Attorney

Estate Planner

Bank/Banker

Referred By

Current CPA / Tax Preparer

What are you looking for in a new CPA?

Primary Business Name

Nature of Business

Business Organization

Number of owners

Primary owners / decision makers

Annual Gross Receipts (anticipated for current year)

Current Accounting Software

In order to provide a quote for services, we require copies of your last three years’ tax returns and a recent backup of your QuickBooks company data.

In order to provide bookkeeping and payroll services to your business, we require online banking access to your business bank accounts.

* * * * * * * *

By submitting this form, you consent to receive text messages and marketing emails from Seiler, Singleton & Associates, P.A. You may opt-out of text messages at any time by replying STOP. For assistance or more information regarding text messages, text HELP. Message and data rates may apply. Message frequency may vary. See our SMS Privacy Policy and SMS Terms and Conditions for additional details. You can revoke your consent to receive emails at any time by using the Safe Unsubscribe® link, found at the bottom of every marketing email.

Forms

Contact Information:

Business Hours: