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

Estate or Trust

For personal income tax clients, please download the PDF form below (right-click and “Save as…”). Complete the form, digitally sign it (if applicable), and save it. Then email it back to us at

Personal Income Tax

We look forward to connecting with you.