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Personal Services Services In-Take Form

Which best describes your sources of income
What is your current net worth?
$0 to $50,000
$50,000 to $100,000
$100,001 to $150,000
$150,001 to $225,000
$225,001 to $300,000
$300,001 to $500,000
$500,001 to $750,000
$750,001 to $1,000,000
More than $1,000,000
I don't know my net worth.
Are your tax return filings current?
Yes
No
Are you a Owner, Member or Legal Representative of a business in the state of Florida?
Yes
No
What kind of assets do you own?
What services do you need?
Retainer
$50
$75
$100

The purpose of this retainer is to secure our services and ensure availability for accounting, tax, and consulting needs as described in our service agreement. The retainer provides a prepayment for our services and helps manage scheduling and resource allocation.


The initial retainer amount will be credited towards your account and applied to the services provided. Payment of the retainer is due upon signing this agreement.


If the total cost of services rendered is less than the retainer amount, the unused portion will be applied as a credit towards future services or refunded if applicable. The retainer is non-refundable, except in cases where unused retainer funds.

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