Prospective New Client Information Request Forms

Thank you for exploring how Gineris & Associates can help you with your tax, accounting, business, and financial needs. Below are brief questionnaires that will help us understand your current situation and needs. Please click on the appropriateĀ form below, complete it, and submit it.

New Business Start-Up

Existing Business

Personal Income Tax

Estate or Trust

 

We look forward to connecting with you.