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Home Office: 8745 W. Higgins, Suite #110; Chicago, Illinois 60631

Providing AFFORDABLE Bookkeeping and Tax Services in All 50 States

Welcome To Moshe Klein & Associates, Ltd.

We appreciate the trust that you have placed in our family owned and operated firm.
We will do all that we can to provide exceptional services at the lowest possible prices.

This document contains two sections:

Please read it carefully before you sign. You will be asked to sign at the end of each section confirming your understanding and agreement.

Section #1: Secure Document Sharing File Set Up
Section #2: Service Opt In/Out Questionnaire

Section 1: Secure Document Sharing File Set Up

This document confirms the terms and conditions by which Moshe Klein & Associates, Ltd. will gather information from clients and how the firm will share information with clients.

While providing professional services, Accountants, Bookkeepers and Tax Professionals need to gather many pieces of sensitive, personal information from clients. This includes financial information, tax identification numbers, financial account numbers, and other crucial financial data. If unauthorized third parties obtained this data, they could cause damage to the client ranging from simple embarrassment to identity theft.

Therefore, it is critical for Moshe Klein & Associates, Ltd. to maintain control over the transfer of data to assure that our client’s confidential information is not compromised.

Technological advances have expanded the options for electronic data transfer, which is what we are referencing herein.

Our firm has set up a new and very user-friendly system for sharing confidential and sensitive information with our clients and to afford our clients a safe and easy way to upload and share information with the firm.

All tax returns and documents, bookkeeping and financial reports, etc. are available 24/7 to our clients via the secure document sharing file. You always have full control over access to the file and its contents.

There is no cost to you to set up a document sharing secure file and, the process is simple.

All clients must have a secure file document sharing account set up to transmit sensitive documents to MKA and for MKA to send and store confidential information for you the client.

MKA will NOT be responsible for confidential information sent via email or email attachment by a client or perspective client.

MKA will NOT transmit sensitive or confidential documents to clients or perspective clients via email or email attachment.

MKA will only use the secure file document sharing account system for document sharing purposes. Any sensitive or confidential information not uploaded properly to the document sharing file will not be considered received by MKA, Ltd and MKA, Ltd will not assume responsibility or liability for services related to such information sent outside of the document sharing file.

Whenever a document is uploaded to the secure document sharing file by MKA for the benefit of the client, an email notification is sent to the client requesting that they open the document safely in the secure document portal for review or signature. The same is true when a client uploads anything into the portal for MKA. MKA will be notified via email that the client has uploaded a document.

Communication with clients and potential clients via social media or text is for marketing and general service information only. MKA will not provide business guidance or advice of any kind via social media or text. Clients are request to use email and telephone during regular business hours posted to the website to communicate with MKA regarding any business matter in question or project in progress.

Please provide the following information so that we can set up a secure document sharing file for your use. You will be notified by email regarding access to the document sharing and how to use the file. The process is simple, and we are very pleased to assist you with any questions that you might have.

Legal Name *

First

Middle

Last

Phone *

Email *

Social Security Number *

Date of Birth *

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Legal Name of Spouse

First

Middle

Last

Phone of Spouse

Email of Spouse

Social Security Number of Spouse

Date of Birth of Spouse

Address of Spouse

Address Line 1

Address Line 2

City

State

Zip Code

Name of primary taxpayer (listed first on the most recent personal tax return filed) *

First

Middle

Last

Legal Business Name (as printed in Articles of Incorporation) *

Business Tax ID # (Provided by the IRS) *

Business address *

Address Line 1

Address Line 2

City

State

Zip Code

Required Tax Returns (check all that apply) *

Form 1040 (Personal tax returns, no business entity)
Form 1040 with Schedule C (Single member LLC, self-employed)
Form 1120 (C Corporation)
Form 1120 S (S Corporation)
Form 1065 (Multi-member LLC)
Other (Please specify)

I confirm that I have read section #1 carefully and agree to the terms and conditions as outlined. *

Clear Signature

Section 2: Service Opt In/Out Questionnaire

So that we can understand our client’s needs and provide the best client service experience possible, please select which services you are interested in from the following list.

Please note that this is a form used for quality assurance only. By selecting a service category, you are not agreeing to engage our firm for those services and our firm is not agreeing to provide them. There is no cost or obligation of any kind when selecting a service category.

If you select “Yes” to any of the service categories below, our firm will provide you with information about that service including but not limited to the estimated cost to you for that service to the best of our understanding based upon the information that you may provide to us. Should you wish to engage our firm to provide that service, a separate engagement agreement will be provided to you for review and signature.

If you select “No” to any of the service categories below, our firm will not provide you with information about that service at this time. You may contact us later should you change your mind, and we will be very pleased to discuss that service, or any service that our firm provides with you at that time.

Bookkeeping / Accounting Services *

Personal Tax Returns (Form 1040, No Business or Self Employment) *

Personal Tax Returns (Form 1040 with Sch C for single LLC or self-employed) *

Business Tax Returns *

Form 1065 – Multi-member LLC
Form 1120 S – S Corporation
Form 1120 – C Corporation
N/A

Sales Tax Services (Business Only) *

Payroll Services (Business Only) *

Quarterly Estimated Tax Services (Business & Self Employed) *

Other Services (Please explain)

I confirm that I have read section #2 carefully and agree to the terms and conditions as outlined. *

Clear Signature

By my signature, I acknowledge that I have read, understand, and agree to the policies, terms, conditions, and procedures as outlined on this document that contains two sections.

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.

Printed name of personal authorized to complete this form *

Signature of individual completing this form *

Clear Signature

Date *

Comment

Home Office: 8745 W. Higgins, Suite #110; Chicago, Illinois 60631

Welcome To Moshe Klein & Associates, Ltd.

This document contains two sections:

Please read it carefully before you sign. You will be asked to sign at the end of each section confirming your understanding and agreement.

Section 1: Secure Document Sharing File Set Up

This document confirms the terms and conditions by which Moshe Klein & Associates, Ltd. will gather information from clients and how the firm will share information with clients.

Section 2: Service Opt In/Out Questionnaire

Services

Our Team

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