NEW CLIENT APPLICATION FORMS

Please complete one of the three forms below that best fits your needs:

  • Personal Only – This form is for individuals who are not associated with a business venture.
  • Business Only – This form is for business owners who only want help with business taxes and/or accounting.
  • Personal & Business – This form is for business owners who need help with accounting/taxes for their business and with personal tax returns.

PERSONAL Application

Please complete the form below.  Questions marked with * are required.

MINIMUM FEE PER RETURN OF $750

In order to provide the best possible service, we must be mindful of our capacity. If we agree to accept you as a client, it is a likely possibility your return will be extended and completed after the filing deadline.

First Name *

Last Name *

Phone *

Email address *

What is your Address? *

What is your Occupation?

Have you ever been a client of Presnell Gage, PLLC? *

How did you hear about us?

Were you referred to a specific accountant? *

If so, who referred you to our firm? *

If so, to which accountant were you referred? *

Are you married? *

If yes, please list your spouse's name and occupation.

Do you claim any dependents on your tax return? *

If so, how many dependents do you claim on your tax return? *

Are you up-to-date on your previous tax returns? *

If no, which years have you not yet filed? *

In what state do you live? *

In what state do you work? *

Do you receive W-2 or 1099 from your work? *

Additional Comments

BUSINESS Application

Please complete the form below.  Questions marked with * are required.

MINIMUM FEE PER RETURN OF $750

In order to provide the best possible service, we must be mindful of our capacity. If we agree to accept you as a client, it is a likely possibility your return will be extended and completed after the filing deadline.

First Name *

Last Name *

Phone *

Email address *

What is your Address? *

What is your Occupation?

Have you ever been a client of Presnell Gage, PLLC? *

How did you hear about us? *

Were you referred to a specific accountant? *

If so, who referred you to our firm? *

If so, to which accountant were you referred? *

What is the name of your business? *

What type of tax returns do you file? *

Are you up-to-date on your previous tax returns? *

If no, which years have you not yet filed? *

Are bookkeeping services needed for your business? *

With what kind of bookkeeping services are you needing help?

Do you use QuickBooks? *

Are payroll services needed for your business? *

How many employees are on payroll? *

Additional Comments

BUSINESS & PERSONAL Application Form

Please complete the form below.  Questions marked with * are required.

MINIMUM FEE PER RETURN OF $750

In order to provide the best possible service, we must be mindful of our capacity. If we agree to accept you as a client, it is a likely possibility your returns will be extended and completed after the filing deadline.

First Name *

Last Name *

Phone *

Email address *

What is your Address? *

What is your Occupation?

Have you ever been a client of Presnell Gage, PLLC? *

How did you hear about us? *

Were you referred to a specific accountant? *

If so, who referred you to our firm? *

If so, to which accountant were you referred? *

What is the name of your business? *

What type of tax returns do you file? *

Are you up-to-date on your previous tax returns? *

If no, which years have you not yet filed? *

Are bookkeeping services needed for your business? *

With what kind of bookkeeping services are you needing help?

Do you use QuickBooks? *

Are payroll services needed for your business? *

How many employees are on payroll? *

Additional Comments