All required forms can be completed on-line. Simply fill in your answers and press “submit” at the bottom of each page/form. 
If you would like to print out the page/form, simply right click and select the print option. 
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Moshe Klein & Associates Ltd. 

New Client Business Tax Organizer

 

Welcome to Moshe Klein & Associates, Ltd. It is our pleasure to provide you with tax preparation services. Please read and complete this form carefully. You are responsible for the information on your tax return, so be sure to provide complete and accurate information. All information is strictly confidential. If you have any questions, please feel free to ask at any time.

 

General Questions:

Tax Service Questions:

Owner Information:

Income:

Expenses:

Assets:

Liabilities:

Bookkeeping Records:

Check List:

By my signature, I acknowledge that I have read, understand, and agree to the policies, terms, conditions, and procedures as outlined on this document. To the best of my / our knowledge and belief, the information that I/we have provided or will provide to Moshe Klein & Associates, Ltd. is true and accurate. To the fullest extent of the law, I/we shall indemnify, defend and hold harmless Moshe Klein & Associates, Ltd., its officers, employees, agents, representatives, consultants, and contractors from and against any and all loss, costs, penalties, fines, damages, claims, expenses (including attorney’s fees) or liabilities …arising out of, resulting from, or in connection with the services outlined in any Service Engagement Agreement or Contract signed with or provided by Moshe Klein & Associates, Ltd.

By signing this Acknowledgement, I agree that my electronic signature is the legally binding equivalent to my handwritten signature. Whenever I execute an electronic signature, it has the same validity and meaning as my handwritten signature. I will not, at any time in the future, repudiate the meaning of my electronic signature or claim that my electronic signature is not legally binding.

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