This form is for scoping a potential bookkeeping/payroll engagement only and does not create a client relationship. Please don't enter Social Security numbers, bank account numbers, or other sensitive identifiers here — those are collected securely after engagement begins. Submitting this form doesn't guarantee acceptance as a client or any specific outcome. Services are bookkeeping and payroll administration only, not tax, legal, or financial advisory services. All information is confidential and won't be shared with third parties without consent.
