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Your Waiver / Intake Form

*This form is an example and does not constitute legal advice. You should consult with a legal professional to create a waiver that meets your specific needs.

All information is confidential and used solely to provide tax and bookkeeping services.

Client Information

Multi-line address

Services Requested

Multi choice

Business Information

Prior Accounting & Tax History

Income Sources

Multi choice

Banking & Records (Bookkeeping Clients)

Do you have a separate business bank accounts?
Yes
No
Do you have a business credit card?
Yes
No
How often do you want bookkeeping completed?
Monthly
Quarterly
Cleanup

Payroll & Sales Tax

Do you have employees?
Yes
No
Do you collect sales tax
Yes
No
Not sure

Documents You Will Provide

Multi choice

Additional information that we should know about?

How did you hear about us?

Dropdown

By signing this document, I acknowledge the inherent risks and voluntarily assume full responsibility for any injury, damage, or loss that may result from my participation. I hereby waive and release the business, its owners, and its staff from any and all liability, past, present, and future, relating to the services provided. I also confirm that the information provided is accurate to the best of my knowledge and understand that I am responsible for providing complete and accurate records.

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