“You Are $0 Money”Book Appointment

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.

Fill out the Basic Info Worksheet
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.

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Fill out New Client Questionnaire
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.

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Sign the Letter of Engagement
This outlines our responsibilities as your tax preparer and your responsibilities as our client. This must be signed by both husband/wife.

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Look over the Prep Need List
This list will help you to include all necessary documents to file a complete tax return.

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  1. Please visit the Worksheet page and fill out any worksheets that are relevant.
  2. Please provide any notices received by the IRS/FTB or any localities.
  3. Please provide last filed tax return.
  4. After all the necessary documents are compiled please send an email to [email protected] and we will create a Dropbox folder and invite you to share the documents with us.
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