New Client Questionniare

Thank you for choosing Harris CPAs! We look forward to working with you! Before we can get started, we will need the following information. Please follow the steps below. If you have any questions along the way, please give us a call at (208) 333-8965.

Step 1: Please click below to read each bill of rights:

Step 2: Please complete the following information:
New Client Onboarding
Which services will Harris CPAs be providing for you? This will help us tailor the information we request. (Please select all that apply) *
First and Last Name
Would you like to add a spouse on your individual return? *
First and Last Name
Do you have any dependents to add to your individual return? *
Would you like to add an additional company contact? *
First and Last Name
Current accounting software used: *
Have you already provided us your prior year tax return? *
Have you already provided us your most recent financial statement? *
Have you already provided us with your current tax documents in order to prepare your return this year? *
Invoices will be sent electronically. Which email address would you like us to send invoices to?
Which office will you be working with?
Before submitting my information, I confirm that I have reviewed and understand the Client and Harris Bill of Rights at the top of this page. *
After submitting my information, I will upload my previous tax return using the button below. *
After submitting my information, I will upload my previous financial statement using the button below. *
After submitting my information, I will upload my previous financial statement and tax return using the button below. *

Send Files Securely (if applicable)
If you have not already provided us with your most recent tax return, financial statement, please do so now using our secure file sharing system, Safesend. No setup is necessary. Simply click the button below, type in your CPA's Executive Assistant (the sender of your welcome email) as the recipient, upload your files, and hit send.
Send Files Now

Next Steps:

Once we receive the requested information above, we will complete the setup of your account and send you:

  1. An engagement letter
  2. A request for any additional documents or information we may need in order to start processing your return.