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New Client Overview Form
Please provide details about your tax, bookkeeping, payroll, or other accounting needs so that we may better assist you. If you have any questions, feel free to call us 901-425-5521 or email datscustomerservice@gmail.com.
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Client Information
Full Name
Your answer
Email Address
Your answer
Phone Number
Your answer
Secondary Phone Number
Your answer
Address
Your answer
City, State, Zip
Your answer
Service Requested
Tax Preparation
IRS/State Tax Letters
Tax Settlement Service
Past Due Taxes
Unfiled Taxes
Bookkeeping
Books Cleanup
Payroll
Company Setup
Other:
Appointment Availability
Mornings
Afternoons
Saturdays (Tax Season Only: Jan - April)
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