Prospective Client Information Sheet

  • Main Contact Information:

  • Please list names for the following contacts (if any):

  • This field is for validation purposes and should be left unchanged.

IMPORTANT: Please bring a copy of the following information that pertains to you or your business to your initial visit. You may also send these to us electronically. We can provide you with a secure portal, upon request.
– Previous three years tax returns (individual, business, gift)
– Detailed tax depreciation schedules
– IRS notices & correspondence
– Prior year financial statements, if any (audit, review, compiled, or in-house)
– Current year balance sheet and P&L to date