Laskey Costello Client Intake Form

Thank you for your interest in Laskey Costello. We offer an array of accounting, tax preparation and financial services that are customized to meet the needs of each client. In order to provide you the premium services we offer, we need to learn more about your accounting needs.

Please complete and submit one of the forms below. We will review the information you provide to see if we can take you on as a client. If so, we will contact you with the next steps in our onboarding process. If not, we may recommend another firm that may be a better fit for you.

There are two forms: Please scroll down the page and complete the form that fits your current status. Please note that we include government agencies and nonprofit organizations as businesses.

Personal Intake Form — This form is for individuals who only need help with their personal tax returns

Business Intake Form — This form is for business owners who only want help with business taxes and/or accounting

Personal Intake Form

The fee for a personal tax return starts at $400 and up, depending on the complexity of the form.

This is for individuals who are not associated with a business venture

Name(Required)
Name of Referring Client
Please enter a whole number
Describe your tax situation. How can we help you? Are there particular problems with back taxes that need to be addressed? Please be as specific as possible.

Business Intake Form

The annual fee for business tax preparation starts at $1,500 and up, depending on the complexity of the returns.

This form is for business owners who only want help with business taxes and/or accounting.

Name(Required)
Name of Referring Client
What services are you in need of?
Please check all that apply.
How many employees are on payroll?
Describe your tax situation. How can we help you? Are there particular problems with back taxes that need to be addressed? Please be as specific as possible.