New Client Form

Fields marked with an * are required and client WILL NOT be added to the system unless completed.
*Do not complete any work until you have received an email stating the client has been created and you have received a Client-ID*

    * Primary Office:
    * Master Client:
    * If no, add to:

    Section 1 - General Information
    * Client Name:
    Attn/Correspondence Name:
    Spouses SSN:
    Fed ID:

    Section 4 - Administrative
    * Year End:
    * Entity Type:
    Form TR2000 NYS Online Services Set Up
    Line of Business:
    * Task Type/Due Date:

    Section 2 - Contact Information
    * Primary Address:
    Mailing Address:
    Marketing Email:
    Web Address:
    Primary Phone:
    Phone 2:

    Section 5 - Responsible Staff
    * Primary Partner:
    Tax Partner:
    Audit Partner:
    CAAS Partner:
    * Bill Manager:

    Section 3 - Billing

    Billing Email:

    Section 6 - Notes