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About Us
Our Mission
Pricing
Clients
Who We Work With
Testimonials
Resources
Blog
Press
COVID-19 Resources
Newsletter
Get Started
Work With Us
Culinary Accountants’ New Client Info Sheet
Today's Date
MM
DD
YYYY
Submitted by
Referred by
Account Rep
In charge
CLIENT
Name
SSN
Birthdate
MM
DD
YYYY
Address
Phone
(###)
###
####
Cell phone
(###)
###
####
Email
SPOUSE
Name
SSN
Birthdate
MM
DD
YYYY
Phone
(###)
###
####
Cell phone
(###)
###
####
Email
BUSINESS ENTITY
Name
EIN
Business address
Business phone
(###)
###
####
Business type
Business website
http://
Additional business contacts
Tax year end
Business fax
(###)
###
####
ENGAGEMENTS
Checkbox
Tax Return
Personal Property Returns
Sales Tax Returns
Please list states applicable for the above
Payroll
Quarterly Returns & Year-ends
Complete Payroll Services (process, taxes, tax returns)
1099s
Other
If you selected Complete Payroll Services, please indicate frequency
If you selected Other, please specify
Outsourced CFO
Review
Financial statements
Please indicate frequency of review
Please indicated assurance level of financial statements
Please specify any Miscellaneous Engagement:
Thank you!
