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?
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.