New Client Information | The CPA Group PC

New Client Information Request

Thank you so much for your interest in our services. We're looking forward to connecting with you and to finding out more about your needs and how we can serve you. Please take a few moments and complete the following fields as completely as possible so that we can serve you to our fullest. Thank you so much for your interest in our service.

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New Client Information Request

Business Name (if applicable)

First Name

Last Name

Spouse First Name

Spouse Last Name

Spouse Email

Home Phone

Business Phone

Mobile Phone

Address Line 1

Address Line 2

City

State

Zip Code

Date of Birth

Spouse Date of Birth

Preferred Contact Method

How did you hear about us?

If Referred by whom / Other (Please Explain)

Service desired

Please explain your service needs

Do you have a current accountant?

Do you operate a business or have rentals?

If business, do you have a payroll service?

Other Comments

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