Business Client Application

Preliminary Business Information

Please Choose A Capstone CPA'S Location To Better Assist You(Required)

How did you hear about us?(Required)

Referred By

Business Name:(Required)

Principal of Business Name:(Required)

First Last

Principal of Business Title:(Required)

Primary Phone(Required)

Email(Required)

Business Address(Required)

Street Address Address Line 2 City State ZIP Code

Additional Business Information

Website

Date of Incorporation/Formation

State where Incorporated

State

What Federal Tax Return does your business file?

Annual Sales

For the Year Ended

Sales Trend

Number of Employees

Industry

If other, please describe

Do you have a Retirement Plan?

If so, what type (401K, Pension Plan, SEP, etc.)?

Do you prepare your own payroll?

If so, what program do you use to manage payroll?

Other Information

Who is your financial planner or stock broker?

Have you established a trust?

Who is your attorney?

Do you need recommendations of an attorney or financial advisor?

After clicking submit, you will be prompted on the following page to upload your files securely. Please provide us with the last 3 years of federal and state tax returns.

Prospective Client Application Business

Preliminary Business Information

Additional Business Information

Other Information