New Client Application
*For every question you answer “yes” we will need further information. Almost everything on this form will have been reported to you, via the forms listed. If you paid amounts such as charity, high medical expenses or estimated payments, we will need your totals.
**In order to be in agreement with our Client Service Agreement and get covered with our guarantee, all statements on this form must be true. If you are uncertain or have questions, it is your responsibility to ask.