Bowe Financial Solutions
Client Intake Form (Accounting & Tax Services)

Please complete this form as accurately as possible. This information allows us to prepare your tax return and/or accounting services efficiently and in compliance with federal and state regulations.

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Services Needed 
Full Legal Name 
Spouse / Co‑Filer Name (if applicable):
  Business Name (if applicable):  
  Entity Type (check one):  
  Tax Year(s) to Be Prepared:  
  Filing Status (if individual):  
  Did you file a tax return last year?  
  State(s) Where You Lived or Worked During the Year:  
Income Information (Check all that apply)
  Primary Business Activity:  
  Business Start Date:  
  Accounting Software Used:  
Do you have business expenses?
  Tax Credits & Additional Information  
  Please explain any special circumstances:  
  Have you received any IRS or state tax notices?  
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Authorization & Acknowledgment

I certify that the information provided is accurate and complete to the best of my knowledge. I understand that Bowes Financial Solutions relies on the information I provide to prepare my tax return and/or accounting services.

Client Signature:

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