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. 

Small Business – New Client Intake Form

 

Welcome to Moshe Klein & Associates, Ltd. We look forward to providing AFFORDABLE Bookkeeping, Accounting, Tax and Payroll services to your small business. In order to set your account up correctly in our system and to be certain that we are working with accurate information for your business, please take a moment to complete the following questionnaire to the best of your ability. If you are not sure about how to answer a question, let us know and we will be glad to help. There is a section at the end of the form that allows you to write out additional information that you want us to know about.

 

Let’s get started.

7. Authorized Contact Information

12. Business owner information

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

 

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.

Clear Signature