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Companion Tax and Accounting Services
Office
954-320-7576
Fax
954-317-1377
Email
info@companiontax.com
Twitter
@companiontax
Name
*
First
Last
Email
*
Phone
*
Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
What was the last year you filed a tax return?
*
Do you have any unresolved issues with the IRS or any state?
*
No
Yes
When did you start operating your current business?
*
Type of business....
*
LLC
Sole Proprietorship
S-Corp
I don't know
Do you track your business income and expenses?
*
Yes
No
Do you have a separate business bank account for your business?
*
Yes
No
How did you hear about us?
P411
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Slixa
Friend-Referral
Other
Referral Code
If you have received a code from one of our referring partners, please enter it here. You will still need to submit this form, but you may skip submission of your initial retainer via PayPal with a valid code.
Comments / Additional Information
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New Client Retainer
Price:
$150.00
There is a $150 non-refundable retainer that must be paid and clear in our account prior to the initial interview. Unfortunately, we had to institute this policy to discourage inquiries looking for free tax/financial advice. If you do decide to become our client, this $150 retainer will be applied to any future work we perform for you until it is exhausted.
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