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New Client Profile Sheet

 

 

 

Please bring the following information with you to the first meeting with our staff.

 

 

Names and Social Security Numbers of Taxpayers
Addresses
Date(s) of Birth
Occupation
Home/Work Telephone Numbers
Fax Number
E-mail Address
Dependants
Pertinent Information Needing Special Attention

 

 

 

 

 

 

 

We have created a form for your use in gathering this information.
Click here to open this form. (Acrobat form).
Don't have Acrobat Reader? Click here to get Acrobat Reader free!

 

 

 

E-Mail: info@brenner-cpa.com

 

Two convenient locations to better serve you!

Moore:

Michele L. Brenner
& Company, P.C.

629 N Broadway
Moore, OK 73160
(405) 793-1927

Harrah:

Michele L. Brenner
& Company, P.C.

2011 N Church Ave.
Harrah, OK 73045
(405) 454-2998

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