Client Intake Form
Please fill in all fields possible so that we can take the next steps in client onboarding and begin work on your books.
No Sales Tax
Do you have 1099s and want Moxie to file them?
Choose "Yes" if you would like Moxie to handle them, "No" if you do not have 1099s, and "Not Handled By Moxie" if you have 1099s but prefer Moxie not file them
Not Handled By Moxie
How did you hear about us?
Sleeter Group website
Would you like to sign up for credit/debit card auto-pay of your monthly invoice?
Yes, I am Interested in auto-pay
No, i prefer to pay by another means
Please enter your companys Tax ID# but NO dashes (Ex: 123456789)
Please list any additional software programs you use and would like us to know about
If none please list none
Fiscal Year Start Date
Ex: Jan 1
Taxes File Thru
List any service provider you use for payroll
Street Address (Physical Company Location)
Closest Subway Station
Mailing Street Address
Name if a specific individual or enter same as above
Is there any other info we need to know before your Discovery Session?
Enter any additional info you think will be useful