If requesting “Tax Prep Services,” you may instead complete the appropriate Tax Client Questionnaire.
Client / Responsible Party Name *
Telephone *
E-Mail Address *
Entity Name
Entity Type C-CorpS-CorpLLC501(c)(3)FoundationTrustEstate
Street Address *
City *
State *
Zip Code *
Summarize Services Needed *
Submission acknowledges you are requesting CFS create a SmartVault Client Account to enable secure document sharing.
