Uday K. Patel, CPA
Uday K. Patel, CPA
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    • WHAT WE DO
      • BOOKKEEPING
      • PAYROLL
      • ADVISORY
      • TAX
    • OUR TEAM
    • REFUND TRACKERS
    • FORMS & DOCUMENTS
      • NEW CLIENT FORMS
      • YEAR-END TAX INFO
      • PAYROLL & CONTACTOR FORMS
      • GENERAL FORMS
    • CLIENT LOGINS
    • ABOUT US
  • Home
  • OUR TEAM
  • REFUND TRACKERS
  • CLIENT LOGINS
  • ABOUT US

NEW CLIENT FORMS

BUSINESS CLIENTS

This is a checklist that will let us know what services you would like us to provide. 

New Business Client - Services Checklist

This is a form for the majority of your business's general information.

New Business Client - General Information Form

This is a form to upload several permanent/initial documents regarding your business. 

New Business Client – Initial Document Request

INDIVIDUAL CLIENTS

 This form provides us the majority of your general information.  

New Individual Client - General Information Form

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  • REFUND TRACKERS
  • CLIENT LOGINS