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About
Services
Guides
Sign Up
Portal
Contact

About
Services
Guides
Sign Up
Portal

About
Services
Guides
Sign Up
Portal

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Welcome to AB & Associates! Please fill out the form below so we know how best to serve you.

*We do not collect Social Security Numbers online; they will be obtained securely by our team later.  

*Clients with multiple entities can submit multiple forms after initial submission.

Personal information

Taxpayer

First Name

Last Name

Phone

Email

Spouse

First Name

Last Name

Phone

Email

Referred By

Entity Information

Entity Names

Entity Type

C-Corporation Exempt Partnership - LP

Partnership - LLC Single-Member LLC Trust - Simple

Trust - Grantor Trust - Complex S - Corporation

State Formed

State Registered

Accounting Software

QuickBooks Online QuickBooks Desktop NetSuite

Sage Yardi None

Other

Controller / Bookkeeper

Name

Phone

Email

Best Email for Point of Contact

Best Email for Invoice

Should be included on Portal?

Yes No

Services Interested In

Tax Return - Current Tax Season (2023) 1099 Preparation Bookkeeping Business License Preparation

Business Property Statement (571-L) Compilation & Financials Payroll Sales Tax Return Preparation

Statement of Information Other

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