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CLIENT NO.
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| CLIENT |
Name |
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Group ID
________________ |
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Contact Name |
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BRP/Office
________________ |
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Address Line One |
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Year End
Mo ____ Yr
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Address Line Two |
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Tax Due
Mo ____ Yr
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Address Line Three |
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Staff
#1
____ #2
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City, St, Zip |
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E-MailT |
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(O)
__________________ (H)
__________________ (F)
_________________
(C)_________________ |
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Work to be Performed: |
Tax ____
Audit ____
Consulting ___
Litigation Support ____ |
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Nature of Business: |
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CLIENT
INDUSTRIES |
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| Fees and
billing methods discussed? If yes,
please explain:
______________________________ |
1 Real
Estate/Insurance |
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2 Real
Estate Investor |
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| Engagement ltr
prepared? |
Yes ____
No ____
Client's Atty:
________________________ |
3
Construction |
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| CUSTOM |
Acquired Client ____
Client Type ____
Client Industry ____ |
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4 Legal |
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| CLIENT TYPES |
1 Individual
2 S-Corp
3 C-Corp
4 Partnership
5 Govt
6 Consulting |
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5
Medical/Dental |
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Non-Profit
8 Trust
9 Estate
10 Retirement Plans
11 LLC
33 Inactive |
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6 Other
Professional |
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| MARKETING |
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7
Manufacturing |
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How was client obtained? |
Referral
____
Ad ____
Yellow Pages _____ |
8
Software Development |
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Newsletter
____
Walk-in ____
Firm event _____ |
9 High
Tech (Non-Mfg.) |
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Referral Name |
_______________________ Type
(Banker, Atty?)
______________________________ |
10
Retail/Wholesale |
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Recognize referral source? |
Letter
____
Phone Call ____
Gift (what?)
_________________________ |
11
Oil/Gas/Minerals |
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Expansion of Present Client? |
Yes
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No
____ |
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12 Agricultural |
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If yes, client name: |
_______________________________ Client #
___________ |
13 Publishing |
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Activation date of client? |
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(For admins to fill
out.) |
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14 Trucking |
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Who gets credit for
client? |
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15
Estates/Trusts/Foundations |
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__________________________________________________ |
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Send to Client? |
Appointment Letter ____ |
Attorney Newsletter
____ |
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16 Government |
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Auto Memo ____ |
Confidentiality Notice
____ |
17 Non-Profit |
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Constr Newsltr ____ |
Empl Benes Newsletter
____ |
18 Venture
Funds |
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E-Newsletter ____ |
General Newsletter
____ |
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19
Investors-Large |
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Holiday Card ____ |
Organizer
____ |
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20 Employees &
Other |
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Payroll Memo ____ |
Tax Planning Guide ____
(8 1/2 x 11 glossy, limited
supply) |
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Send welcome letter? |
Yes ____
No ____ |
Tax Planning Pamphlet
____ (tri-fold, fits in
regular envelope) |
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| Person
preparing this form:
___________________________
Partner
Authorization _____________
Date ______________ |
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| Files to be
set up:
__________________________________________________________________________________________ |
| Admin initials
__________
Date _____________
Administration __________
PM __________
Copied ___________ |
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