Bookkeeping /Tax Onboarding Form

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Bookkeeping /Tax Onboarding Form

Welcome to Legacy Tax Firm CEO Bookkeeping & Tax Services!


To streamline the onboarding process and ensure we have all the necessary information to serve you effectively, please complete the following client onboarding form.

This form will provide us with essential details about your business, financial records, and specific bookkeeping requirements. Your cooperation in filling out this form accurately will enable us to tailor our services to meet your unique needs and deliver exceptional results.