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What We Do
Business Advisory Services
Tax Advisory Services
Who We Are
Client Center
Client Information Forms
Track Your Refund
Track Your Amended Return
Get In Touch
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New Client Onboarding
Please complete the LFG Accounting New Client Onboarding
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Please complete the LFG Accounting New Client Onboarding
Dear New Client, You are requested to complete this form because you have had a free initial consultation with an LFG Accounting, professional. We have mutually agreed to work together. Before continuing, we need to collect more information about you for your permanent client file. Please provide the basic information requested in this form. All information you provide is strictly confidential, and we shall not disclose any personal client information without the client's consent. This is a short form with an estimated completion time of 5 minutes. Thank you! LFG Accounting Services, LLC
General and Contact Information
How did you hear about LFG Accounting?
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Please enter their FULL NAME so we can thank you.
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What is the single most important factor for you when hiring a professional tax and accounting firm?
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Quality of work
Scope of Services Offered
Prices of Services
Timing of Deliverable
Convenience of Hiring and expert
Ongoing expert guidance
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What service are you interested in?
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Bookkeeping
Payroll
Personal Tax Return Preparation
Non-Profit Tax Return Preparation
Estate/Gift Taxes
IRS Tax Problems Resolution
Multi-State Tax Returns
Amended tax returns
Business Tax Return Preparation
Tax Planning
Business Advisory Services
Financial Planning
Virtual CFO/Controllership services
Business Valuation Services
Other (please clarify)
Please select all that apply
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Please enter the tax/fiscal/calendar YEAR for which you currently need accounting or tax services for and select the service category.
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Year
Service Category
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Tax
Accounting/Bookkeeping
Business Consulting
Your Full Legal Name
Name
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First
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Last
What is your primary contact e-mail?
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Your Primary Phone Number
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Your Legal Mailing Address
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Street Address
Address Line 2
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Northern Mariana Islands
Ohio
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Armed Forces Americas
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Other Personal Information
What is your preferred method of ongoing communication with your Advisor?
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E-mail
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Text/SMS Messages
Video Conference
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Note: We generally do not require in-person meetings to provide our services digitally, unless the specifics of the engagement necessitate so.
Other Meeting option
What is your preferred language?
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English
Other (please clarify)
Other Language (please clarify)
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What is your occupation?
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Do you have a valid ITIN or Social Security number?
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Yes
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Do you require business or personal Accounting Services?
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Business Accounting and/or Partnership/Corporation Tax Services Only
Personal Tax Services Only
Both Business and Personal Accounting and/or Tax Services
Please use this field to share any other relevant facts and information for the consultation.
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