Advantage Consultant Solutions LLC

Client Intake Form ☑ I AGREE TO AND UNDERSTAND THAT IF I FILL OUT THIS FORM I AM FIRING MY OLD ACCOUNTANT AND HIRING A NEW ONE. ***DO NOT ENTER MULTIPLE BUSINESSES AT ONCE - PLEASE SEPARATE BUSINESSES WITH SEPARATE SUBMISSIONS AND INDIVIDUAL WITH A SEPARATE SUBMISSION!***

Type

SSN for individual/EIN for businesses

Client

This is the official name of your business or your name (32 character limit) ONLY PUT ONE BUSINESS OR INDIVIDUAL AT A TIME. FILL THIS FORM OUT AGAIN FOR SEPARATE COMPANIES WITH A NEW SUBMISSION PLEASE.

{name}

First Name or Entity Name (not both)

{name}

Last Name or DBA (not both)

{name}

Primary Contact

Primary Contact FULL First and Last Name

Who Referred You?

Email Address

PLEASE ONLY ENTER ONE EMAIL

{name}

Phone

XXX-XXX-XXXX

Expected Services Needed

First Year You Need To Have Filed?

(Type the FOUR digit year you need to file next)

Tax Return Type

CHOOSE WHAT FORM YOU FILE

Street Address

{name}

City

Two Letter State

DO NOT SPELL OUT THE STATE

Zip

Do not submit passwords through this form. Report malicious form

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