Client Intake Form

Your Information

First name *

Last name *

Email *

Phone

City, State

Preferred contact method

Your Situation

Are you self-employed or earning 1099 income?

Approx. monthly transactions

Software in use

Are your records current?

CPA / tax preparer name (if any)

CPA email

What are your biggest bookkeeping concerns?

Document Checklist

Check what you can share. Miya will send a secure upload link.

Prior year tax return (Form 1040 / Schedule C)

Last bank statement

Last credit card statement

1099 forms received from clients

Expense receipts (organized in any form)

Existing spreadsheet/tracker (if any)

Business Information

Legal business name *

DBA (if any)

EIN

Entity type

State of formation

Fiscal year start

Industry

Website

Business street address

City

State

ZIP code

Primary service area

Owner & Contact Information

Owner name *

Title / Role

Email *

Phone

Preferred contact method

CPA / Tax Preparer Name

CPA Email

Attorney Name (if applicable)

Attorney Email

Bookkeeping Setup

Do you currently use QuickBooks Online?

What software do you use?

How many bank accounts?

How many credit cards?

Payroll provider

POS system

Do you collect sales tax?

Do you pay 1099 contractors?

Are your books current?

Approximate monthly transaction volume

What are your biggest bookkeeping concerns right now?

Document Upload Checklist

Please check off which documents you can share. Miya will send a secure upload link separately.

Prior year tax return

EIN letter

Last bank statement

Last credit card statement

Articles of organization

Operating agreement

Recent financial reports (P&L / Balance Sheet)

Payroll reports (if applicable)