top of page

New Accounting Client Intake Form

At Brant & Associates, we value our clients and want to provide them with the best possible services. We encourage all our clients to fill out the form as completely as possible because the information you provide will be instrumental in tailoring our services to meet your unique needs.

Personal Information

Company Information

Accounting Data

Do you have prior experience with an accounting firm?
Which of these do you enter?
Does your business have 1099 vendors?
Please choose the service(s) you require from our firm:
bottom of page