New Client Intake Form | Ritchie&Company Inc

Client Information

Name:

Contact Number:

Business Name:

Address

Email Address:

Type of Business:

Entity Type:

Current CPA:

Referred by:

Relation to an Existing Client:

What does your company do?

Why are you looking for a new CPA?

What is the top problem or issue you think you need help with?

On a scale of 1 to 10 (with 1 being the least), how knowledgeable are you about how your taxes are structured or how your taxes work?

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