Accounting & Tax Services

New client intake with scope of service, annual tax organizer, document request checklist with upload slots, engagement letter with e-file authorization, and year-end review signoff for small CPA firms and tax preparers

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New Client Intake & Scope of Service

Welcome. Please complete this intake so we can confirm the services you need, request the right documents, and prepare an engagement letter. No tax advice is provided and no client relationship is formed until we deliver, and you sign, an engagement letter.

Section 1 — Taxpayer Identity

I am filing as:

Individual / Household (Form 1040)

Sole Proprietor / Single-Member LLC (Schedule C)

Partnership / Multi-Member LLC (Form 1065)

S-Corporation (Form 1120-S)

C-Corporation (Form 1120)

Estate or Trust (Form 1041)

Non-profit / Exempt Organization (Form 990)

Full legal name (individual or entity):

Spouse full legal name (if MFJ):

Taxpayer ID — SSN / ITIN (last 4 only):

Spouse SSN / ITIN (last 4 only):

Entity EIN (if applicable):

Date of birth / entity formation date:

State of residence / state of formation:

Mailing address:

Primary phone:

Email address (for e-signature and secure portal):

Section 2 — Filing Status & Dependents

Filing status for this tax year:

Single

Married filing jointly (MFJ)

Married filing separately (MFS)

Head of household (HoH)

Qualifying surviving spouse

Number of dependents to claim this year:

For each dependent, list name, relationship, DOB, SSN/ITIN, and months lived with you:

Section 3 — Services Requested

Tick every service you want us to perform:

Federal individual income tax return (1040)

State income tax return(s) — list states below

Business return (1065 / 1120 / 1120-S)

Bookkeeping / monthly close

Payroll setup and/or quarterly filings (941, state UI)

Sales & use tax filings

Quarterly estimated tax calculation (Form 1040-ES)

Extension filing (Form 4868 / 7004)

IRS / state notice response or audit representation

Tax planning / projections

Other states for which you need returns:

Section 4 — Prior Preparer & Return History

Who prepared your last tax return?

Prior-year adjusted gross income (AGI):

Last year filed:

Do you have any open IRS or state notices, balances due, or active audits?

Yes — please describe below

No

Section 5 — Acknowledgments

I understand submitting this intake does not create a client relationship until an engagement letter is signed.

I confirm the information provided is true and complete to the best of my knowledge.

I consent to electronic communication and use of a secure portal for document exchange.

Use this template

Templates in this pack

The Accounting & Tax Services pack includes 5 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.

Frequently asked questions

What's included in the Accounting & Tax Services templates?
The Accounting & Tax Services pack contains 5 templates: New Client Intake & Scope of Service, Annual Tax Organizer — Individual (Form 1040), Document Request & Upload Checklist, Engagement Letter & E-File Authorization, Year-End Return Review & Client Signoff. Each is ready to use and fully editable.
Can I customize these templates?
Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
How do I use the Accounting & Tax Services templates?
Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.