New Client Intake Form (Business)
Welcome to Cascade Accounting & Tax.  This form is to provide details needed to set you up as  a new client. 

You only need to complete the sections that apply to you.  You can leave the sections blank that don't apply to you.  

Please complete the sections relevant to your situation.
  • Introduction and any general information you want to tell us today
  • Person 1
  • Person 2
  • Existing Compnay
  • Existing Trust
  • Set up New Company
  • Set up of New Trust
  • Children Names & DOB
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Email *
General Information you want to tell us today
Person 1 Title (Mr Mrs Ms Miss Dr)
Person 1 Full Name *
Person 1 Preferred Name
Person 1  Email address/es *
Person 1 Phone Numbers *
Person 1  Home Address
Person 1  Postal Address
Person 1 Date of Birth
MM
/
DD
/
YYYY
Person 1  Place of Birth (if incorporating a company)
Person 1  Tax File Number
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