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It is structured into two primary sections: a business entity profile and an individual tax profile. The document captures essential legal and financial details, including federal EINs, entity formation states, industry purposes, and social security information for individuals. Additionally, it outlines compliance requirements, accounting software specifications, and administrative fee policies for tax documentation services provided after June 1, 2020. This structured template ensures that all necessary tax, residency, and identification data is systematically collected, promoting efficient service delivery and regulatory adherence for both professional and personal financial planning. It serves as a standardized procedural tool to streamline client data acquisition for tax preparation services.","NEW BUSINESS CLIENT INTAKE FORM  \nLegal  \nEntity name    \nOwner name    \nFederal EIN and Tax Return Type    \nEntity Formation State AND Date of Incorporation    \nAddress for Entity  \n_______________________________________________  \n_______________________________________________  \nPurpose and industry of entity    \nEmail Account    \nPlease check the following:  \nPrior year returns requested or received    \nAddresses correct on prior year return    \nAre changes to be made to the current return type   , if yes new type    \nWhen will changes occur    \nFormation Documents requested or received    \nType of Accounting software used    \nType of CRM and / or ERP or EMR software   *  \nCompliant with Federal and State regulatory agencies   (Yes/No)   *  \nAssigned number    \n*Note-Your business acknowledges that for all tax information brought in after June 1, 2020 there will be an additional $300 fee assessed in preparation services made available to you by BGS ____(initial)  \nNEW CLIENT INTAKE FORM  \nLegal  \nClient Name    \nSpouse    \nSocial Security Number    \nDL\\# / State/ Issue & Expr. Dates    \nSpouse DL\\# / State/ Issue & Expr. Dates    \nDOB Client & Spouse    \nOccupation Client & Spouse    \nNo. of Dependents    \nPrimary State of Residency    \nCurrent Address for mailing    \nCurrent Phone and Email     \nPlease check the following:  \nPrior year returns requested or received    \nAddresses correct on prior year return    \nHave received any IRS Communications   (Yes / No)  \nAre changes to be made to the current return   , if yes new changes    \n_________________________________________________________________  \nWhen will changes occur    \nAssigned number    \n*Note-You acknowledge that for all tax information brought in after June 1, 2020 there will be an additional $150 fee assessed in preparation services made available to you by BGS ____(initial)","cbCaif4qfKVKSn7S","https://ap.wps.com/l/cbCaif4qfKVKSn7S","pdf",325259,4,2,"English","en",105,"# New Business Client Intake Form\n## Entity Information and Compliance\n# New Individual Client Intake Form\n## Personal and Tax Information\n## IRS and Compliance Documentation","[{\"question\":\"What information is required for the business entity intake?\",\"answer\":\"The business section requires the legal entity name, owner name, federal EIN, tax return type, formation state, date of incorporation, industry purpose, email address, accounting software details, and CRM/ERP software information.\"},{\"question\":\"What is the policy regarding tax information submitted after June 1, 2020?\",\"answer\":\"BarGraph Solutions assesses an additional $300 fee for business tax services and a $150 fee for individual tax services for any information provided after June 1, 2020.\"},{\"question\":\"What personal details must individuals provide on the form?\",\"answer\":\"Individuals must provide their full name, spouse information, social security numbers, driver's license details including issue and expiration dates, dates of birth, occupations, number of dependents, primary state of residency, and current contact information.\"}]","New Client Individual and Business Intake Form - BarGraph Solutions | PDF",1789811440,{"code":4,"msg":76,"data":77},"ok",{"site_id":70,"language":69,"slug":78,"title":59,"keywords":79,"description":60,"schema_data":80,"social_meta":134,"head_meta":136,"extra_data":138,"updated_unix":139},"new-client-individual-and-business-intake-form-bargraph-solutions","",{"@graph":81,"@context":133},[82,96,116],{"@type":83,"itemListElement":84},"BreadcrumbList",[85,89,91,94],{"item":86,"name":87,"@type":88,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":90,"name":10,"@type":88,"position":67},"https://docshare.wps.com/template/",{"item":92,"name":36,"@type":88,"position":93},"https://docshare.wps.com/template/forms/",3,{"item":95,"name":59,"@type":88,"position":66},"https://docshare.wps.com/template/new-client-individual-and-business-intake-form-bargraph-solutions/304251/",{"url":95,"name":59,"@type":97,"image":98,"author":103,"headline":59,"publisher":105,"fileFormat":108,"inLanguage":69,"description":60,"dateModified":109,"datePublished":110,"encodingFormat":108,"isAccessibleForFree":111,"interactionStatistic":112},"DigitalDocument",{"url":99,"@type":100,"width":101,"height":102},"https://docshare.wps.com/thumbnails/new-client-individual-and-business-intake-form-bargraph-solutions/304251.png","ImageObject",442,249,{"name":57,"@type":104},"Person",{"url":86,"name":106,"@type":107},"DocShare","Organization","application/pdf","2026-10-02","2026-09-19",true,{"@type":113,"interactionType":114,"userInteractionCount":93},"InteractionCounter",{"@type":115},"ViewAction",{"@type":117,"mainEntity":118},"FAQPage",[119,125,129],{"name":120,"@type":121,"acceptedAnswer":122},"What information is required for the business entity intake?","Question",{"text":123,"@type":124},"The business section requires the legal entity name, owner name, federal EIN, tax return type, formation state, date of incorporation, industry purpose, email address, accounting software details, and CRM/ERP software information.","Answer",{"name":126,"@type":121,"acceptedAnswer":127},"What is the policy regarding tax information submitted after June 1, 2020?",{"text":128,"@type":124},"BarGraph Solutions assesses an additional $300 fee for business tax services and a $150 fee for individual tax services for any information provided after June 1, 2020.",{"name":130,"@type":121,"acceptedAnswer":131},"What personal details must individuals provide on the form?",{"text":132,"@type":124},"Individuals must provide their full name, spouse information, social security numbers, driver's license details including issue and expiration dates, dates of birth, occupations, number of dependents, primary state of residency, and current contact information.","https://schema.org",{"og:url":95,"og:type":135,"og:title":59,"og:site_name":106,"og:description":60},"article",{"robots":137,"canonical":95},"index,follow",{"doc_id":55,"site_id":70},1790178091]