NewBiz

New Client Intake Form

Welcome to Twenty20 Tax and Consulting! Below is our new client intake form for business clients. If we're also preparing your personal returns, visit www.twenty20cpa.com/newclient to complete a new client intake form for individual clients.

New Client Intake Form - Business

BUSINESS DETAILS

* Indicates required field

Legal Business Name *

DBA *

Business Entity *

Year End *

Federal EIN # *

State BIN # *

Line of Business *

Business Industry *

Business Address *

Line 1

Line 2

City

State

Zip Code

Country

Billing Address (if different) *

Line 1

Line 2

City

State

Zip Code

Country

Partners/Shareholders/Members *

Please list all names for the partners, shareholders, or members of your business, with phone, email and mailing addresses for each.

CONTACTS

Primary Contact *

First

Last

Title *

Email *

Work Phone *

Mobile Phone *

Preferred Contact Method *

Work Phone Mobile Phone Email Text

Do you give permission for us to text you questions or reminders about your tax services if we are unable to reach you by email or phone?

Opt-in to SMS messaging (texting) *

Yes No

Secondary Contact *

First

Last

Title *

Email *

Work Phone *

Mobile Phone *

Do you give permission for us to text you questions or reminders about your tax services if we are unable to reach you by email or phone?

Opt-in to SMS messaging (texting) *

Yes No

ADDITIONAL INFORMATION

Attorney *

Financial Advisor *

Referred By *

Anything else we should know? *

Submit