New Client Profile
Name: *
Why are you leaving your former accountant? *
Date: *
MM
/
DD
/
YYYY
How were you referred to us? *
What do you most value in an accountant relationship? *
What services do you need? *
Are your tax returns current? *
How do you think we can add value to your tax experience? *
Can you provide the most current tax documents? *
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