Client Forms

If you are new to Zulager CPA services, or you are a current client but have never filled out a client contact form, please print the applicable form, fill it out, and bring it in with you when you meet with Becky. You may also mail it along with your tax client organizer.

New Client Form (for individuals)

New Entity Client Form (for businesses)

New Payroll Client Form (for business requesting payroll services)