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
Get started with PocperWelcome. 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.
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):
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:
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:
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
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.
The New Client Intake & Scope of Service template is a ready-to-use form from Pocper's Accounting & Tax Services pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.