Companion Tax and Accounting Services
Address Line 2
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?
When did you start operating your current business?
Type of business....
I don't know
Do you track your business income and expenses?
Do you have a separate business bank account for your business?
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
Please provide any additional information you believe may be helpful.
New Client Retainer
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.