New Client

Welcome to ZNS, Inc. We are excited that you chose us for your tax/bookkeeping/business consulting needs. In order to get things done smoothly, please follow the steps below.
This will give us info like name, address, SS#’s and banking information. A new worksheet should be filled out when there are changes such as a move, a new child or new banking info.

All clients should fill this questionnaire out. This is a series of yes/no questions. This is helpful to get to know you and your tax situation better.

This outlines our responsibilities as your tax preparer and your responsibilities as our client. This must be signed by both husband/wife.

This list will help you to include all necessary documents to file a complete tax return.

Please visit the Worksheet page and fill out any worksheets that are relevant.
Please provide any notices received by the IRS/FTB or any localities.
Please provide last filed tax return.
After all the necessary documents are compiled you may email, fax or make an appointment to bring in all documents in person.