New Client Registration / Client Forms

SELECT ONE *

NEW CLIENT REGISTRATION FORM
EXISTING CLIENT INFORMATION UPDATE

ABOUT YOU

Name *

Position/Title *

Home Phone Number w/Area Code *

Cell Phone Number *

Preferred Email address *

Preferred Email is: *

Business
Personal

Home Address

House Number & Street *

City *

State *

Zip Code *

YOUR BUSINESS

Business Legal Name *

DBA (if applicable)

Business Main Number *

Email Address *

Website *

Address of Main Location/Headquarters

Building Number & Street *

Unit Number (If Applicable)

City *

State *

Zip Code *

EIN (##-#######) *

Established Date *

Entity Type *

Sole Proprietorship: A single-owner business where the owner is directly liable for all business debts and obligations.
Partnership: A business owned and operated by two or more individuals, sharing profits and losses. Partnerships can be general (all partners have equal liability) or limited (some partners have limited liability).
LLC (Limited Liability Company): A hybrid entity that combines features of a partnership and a corporation, offering limited liability protection for the owners.
Corporation: A separate legal entity owned by shareholders. Corporations can be
C corporations (double taxation on profits) or
S corporations (pass-through taxation).
Cooperative: A business owned and operated by its members, typically for mutual benefit.
Non-profit Organizations: Businesses that operate for charitable or public benefit, rather than profit.
Limited Liability Partnership (LLP): A partnership form where partners are not responsible for the debts or obligations of other partners.
Limited Liability Limited Partnership (LLLP): A partnership form combining features of limited partnerships and limited liability companies.

Do you have any of the following? *

Employees (W-2)
Contractors (1099)
Partners
Board of Directors
Managing Partners
Anyone else in the company who owns a percentage of the company.

Names of Additional Owners and Percentage of Ownership

Additional Information we should know? *

Upload your SS-4/EIN Letter *

Upload your Business Registration (Secretary of State) *

Upload any applicable business permits to operate

SMS *

I approve of SMS/text messaging to my cell phone number provided. Text messaging rates may apply. Reply STOP to any text message to stop text messaging to that phone number.
Please do not text any number provided.

How did you hear about us or who referred you? *

What is the main reason you are contacting us? How may we help? *

Send me a copy

Registration/Update Form