Welcome

We wish to welcome you to our firm and we look forward to working closely with you. as we spoke of, the form below allows you to provide us with the information necessary to set up your case with us. Please complete the form and submit it to us and we will be in touch shortly thereafter. Thank you very much and please always feel comfortable calling us with any questions you may have.

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New Client Information Form

Please provide the same address the CDTFA has on file.
This must be an owner if a sole proprietorship, partner if a partnership, member or managing member if a LLC, or corporate officer if a C-corp or S-Corp.
This must be an owner if a sole proprietorship, partner if a partnership, member or managing member if a LLC, or corporate officer if a C-corp or S-Corp.
Please list any names and emails for any persons who should also be copied on our provision of the engagement package.
 

All information provided on this site is of a general nature and is not intended to address the circumstances of any particular individual or entity. It is provided with the understanding that it does not constitute tax, legal, accounting, or other professional service. No one should act upon this information without first seeking appropriate professional advice following an adequate examination of the facts of the particular situation. The information herein is also intended to address California Sales and Use Tax only and may not be applicable to similar taxes in other jurisdictions. Privacy Policy
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