Prospective New Client Information Request Forms

Please download the appropriate fillable PDF form below (right-click and “Save as…”), based on whether you are seeking business services, estate/trust tax return, or personal tax return. Complete the form, digitally sign it, and save it. Then email it back to us at Tax@GinerisLtd.com. We look forward to connecting with you.

Prospective Business Client Information Request

Prospective Estate or Trust Information Request

Prospective Personal Income Tax Information Request