Business Information Form
This form is to assist us in learning more about you.
Name:
Business Name:
Phone:
Fax:
E-Mail:
Address:
City:
State/Zip:
Have you had a professional
accountant before:
Date Needed:
Tax Category:
Personal
Business Individual
Corporate
Other
Tax records and info are in :
Peachtree
Quick Books
Timberline
Written Ledger
Receipts / Loose
Other
Contact you by:
Phone
Email
Snail mail
If By Phone - Best time to reach you:
Please Select One ------------->>>
Morning
Noon
Evening
Weekend
Best description of services required:
Additional Questions or Comments:
