Client Intake Center

Choose the form that best matches your needs. Each form opens a new tab.

New Client Intake Form
Returning Client Update Form - 2025
Individual Tax Organizer
Individual Tax Compliance / IRS Notice Form
Business Tax Organizer
Business Formation Request Form
Bookkeeping Setup Form
Business Tax Compliance / IRS Notice Form
Payroll Setup Form
Sales Tax Setup Form

Eager to explore a collaboration? Kindly share your details, and we will reach out to you promptly. We look forward to the opportunity to connect.

info@accutaxservicesllc.com
Office: (732) 474-7790

Text: 732-998-2428