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The Hechtman Group
Professional Business Accounting Services
Home
About
Testimonials
Associations THG supports
Remembering Jay Hechtman
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Peer Review
Our Team
Services
Real Estate Accounting
Tax Services
Accounting
Accounting for Medical Practices
Client Advisory Services (CAS)
QuickBooks ProAdvisor Services
Blog
FAQ
New Client Intake Form
Client Resources
SafeSend Secure File Transfer
Home
About
Testimonials
Associations THG supports
Remembering Jay Hechtman
Careers
Peer Review
Our Team
Services
Real Estate Accounting
Tax Services
Accounting
Accounting for Medical Practices
Client Advisory Services (CAS)
QuickBooks ProAdvisor Services
Blog
FAQ
New Client Intake Form
New Client Intake Form
Company
This field is for validation purposes and should be left unchanged.
Client Information
Full Name
(Required)
First
Last
Business or Trust Name (if applicable)
Business Type
(Required)
Sole Proprietorship
Partnership
Corporation
LLC
Nonprofit
(N/A)
Primary Contact Person (if business)
(Required)
Phone Number
(Required)
Email Address
(Required)
Mailing Address
(Required)
Street Address
City
State / Province / Region
ZIP / Postal Code
Services Requested
Personal Tax Preparation
Business Tax Preparation
Tax Planning and Consulting
Trust and Estate Planning
Quickbooks Training and Consulting
Quickbooks Accounting
Payroll
IRS/State Representation
Financial Statement Preparation
Controller Advisory Services
Other
Minimum Fee Agreements
(Required)
Individual Income Tax Return Preparation → $3,000
• Business Income Tax Return Preparation → $3,500
• Rental Real Estate Tax Return Preparation → $2,000
• Trust Income Tax Return Preparation → $1,500
• Quickbooks Accounting and Training → $175 / hr
Do you agree with the minimum fees above?
Referral Section
Have you already been in contact with a THG employee? If yes, please name them here:
Were you referred to THG by someone in your network? If yes, please name them here:
Did your referral source refer you to a specific THG employee? If yes, please name them here.
Prior year returns
Prior Year Returns
Max. file size: 256 MB.
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