Client Intake Form

Welcome to Ferguson Accounts

This intake form helps us gather the essential details needed to properly onboard you, understand your business, and tailor our accounting and tax services to your specific needs.

Please complete the form as accurately and thoroughly as possible. The information you provide will be used to set up your accounts, assess compliance requirements, and prepare for our onboarding call. Submitting this form does not initiate services until an engagement agreement has been signed.

If you have any questions while completing the form, feel free to reach out to our team.

Legal Company Name

Legal Owner First Name

Legal Owner Last Name

Ownership %

Multiple Partners/Owners

Enter additional partners/owners and their percentage of ownership

Company Accounting Email

Company Phone

Entity Type

State of Operation

TIN

SSN

System Access Details

Accounting Software Name

Accounting Software Link

Enter login ID, password or other creditials for accounting software access

Bank Account Name

Bank Account Link

Enter login ID, password, or other credentials for bank account access

Payroll Platform

Payroll Platform Link

Enter login ID, password, or other credentials for payroll software

Sales Software

Sale Software Link

Enter login ID, password, or other credentials for sales software

Inventory Software

Inventory Software Link

Enter login ID, password, or other credentials for inventory platform

Other Login Credentials

Enter login ID, password, or other credentials for other platforms needed to perform work