New Client Forms

Below you will find a New Client Tax Appointment Checklist, Small Business Checklist and New Client Information Form.

The New Client Tax Appointment Checklist and Small Business Checklist are tools to help you prepare for your appointment with us. You can print and bring the form in with you,  along with the items you will need for your appointment.

If you are making a tax preparation appointment with us for the first time, please complete and submit the New Client Information Form.

Let us know if you have any questions.

Appointment Checklist Appointment Checklist (125 KB)

Small Business Checklist Small Business Checklist (69 KB)



New Tax Client Information Form

* Required











Individual
Joint



Yes
No

Yes
No








Harless and Associates is a CPA Firm with Offices in West Palm Beach and Tequesta FL. For full service accounting and tax services at our Tequest location, search accounting services Port St. Lucie, accounting services Martin County, accounting services Palm Beach Gardens, accounting services Jupiter, accounting services Stuart and accounting services Juno.