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TEL: 316.469.6459
Business Client Intake Questionnaire
Business Name
*
Contact Name
*
Email
*
Phone
*
Business Structure
Sole Proprietorship
Partnership
LLC
C Corporation
S Corporation
Have you previously worked with a CPA?
Yes
No
Services Requested
*
Bookkeeping
Payroll Setup/Processing
Income Tax Preparation
Tax Planning & Advisory
IRS/State Notice Resolution
Entity Restructure/ Election Consultation
Other
Please provide details:
Preferred Contact Method
*
Phone
Email
Submit
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