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Dear Prospective Client,

You are requested to complete this form because you have had a free initial consultation with a professional at Sapir EA and we have mutually agreed to do business. Before continuing we need to collect just a little more information about you for your permanent client records. Please provide the basic information requested in this form. All information that you provide is strictly confidential and under AICPA Code of Professional Conduct (AICPA Code) Rule 1.700.001, as a member in public practice we shall not disclose any confidential client information without the client's specific consent.

This is a short form with estimated completion time of 5 minutes.

Thank you!

Bookkeeping
Payroll
Personal Tax Return Preparation
Business Tax Return Preparation
Amended tax returns
Multi-State Tax Returns
IRS Tax Problems Resolution
Estate/Gift Taxes
Non-Profit Tax Return Preparation
Tax Planning
Business Advisory Services
Financial Planning
Other (please clarify in your message)

Please enter the tax/fiscal/calendar YEAR for which you currently need our services for and select the service category.


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