New Accounting & Tax Client Intake — Kickoff intake form (public) for Accounting / CPA. Standalone version — a hosted mini landing page (an embeddable twin is also available).

A short intake so we understand your business, the help you need, and where your books stand today. It takes about five minutes, and there are no wrong answers.

What it collects (by section):

• About you & your business — First name [short text]; Last name [short text]; Email address [short text]; Legal Entity Name (for returns) [short text]; Client Type (Taxpayer) [dropdown: Individual / Sole proprietor / Single-member LLC / Multi-member LLC / Partnership / …]; Entity Formation State [short text] (conditional); Fiscal Year End Month [dropdown: January / February / March / April / May / …]; Accounting Basis [choice: Cash / Accrual / Hybrid]; Industry/Niche Notes (finance) [long text].
• How we can help — Primary Engagement Type (CPA) [multi-select: Tax preparation / Bookkeeping / Payroll / Sales tax filings / Advisory/Planning / …].
• Where things stand — Bookkeeping System [dropdown: QuickBooks Online / QuickBooks Desktop / Xero / Wave / FreshBooks / …]; Prior Year Return Received [choice: Yes / Partial / No]; Document Intake Checklist [dropdown: Not started / In progress / Complete / Needs review]; Tax Engagement Letter Status [dropdown: Not sent / Sent / Signed / Expired / Superseded].
• Anything else — Accounting Notes (client-specific) [long text].

Conditional logic (forks):

• WHEN Client Type (Taxpayer) is not Individual → show Entity Formation State (hidden by default until met).

Required: Email address, Client Type (Taxpayer), Primary Engagement Type (CPA) (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Accounting / CPA. Deployment: standalone.

Best for / surface when: An accounting or CPA firm onboarding a new tax/accounting client — entity type and basis, engagement scope, current books and prior-year status, and document intake.