Onboarding Inquiry for New Clients . 1040 Client Inquiry Form Thank you for choosing Schultz & Associates. Please fill out the required information so that we can help you get started. Your Legal Name(Required) First Last Your Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Preferred Method of ContactEmailPhoneYour Email Address(Required) Email Address Confirm Email Address Your Phone(Required)Please specify the tax year(s) required:How do you wish to provide your documents? Mail Drop-off at firm Upload to secure portal In Person Meeting Which of our office locations do you plan to work with? Canton, MI Kalamazoo, MI Do you have Rental Property? Yes No Do you require a meeting? Yes, in person Yes, via webcam No Are you self-employed, have received a 1099NEC or filed a Schedule C? Yes No Other important information to know (please detail below):(Required)
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