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

Click filename below to access file

New Business Client Information.xls




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