New Client Intake

Isla Accounting Corp — Please complete all sections below

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Account Type

Personal Information

First Name *

Middle Name

Last Name *

Date of Birth

SSN

Filing Status

Number of Dependents

Contact Information

Email *

Phone

Street Address

City

State

ZIP

Emergency Contact

Name

Relationship

Phone

Additional Information

How did you hear about us?

Notes / Special Instructions

ID Document Upload

Please upload a photo of your government-issued ID (driver's license, passport, or state ID).

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Client Acknowledgment & Consent

1. Accuracy of Information. I certify that all information provided is true, correct, and complete to the best of my knowledge.

2. Scope of Services. I understand that Isla Accounting Corp's services are limited to those specifically agreed upon in writing.

3. Client Responsibilities. I acknowledge that I am responsible for providing complete, accurate, and timely information and documents.

4. Confidentiality. I understand that my information is held in strict confidence pursuant to IRC § 7216 and applicable state law.

5. Florida Board of Accountancy Compliance. I acknowledge that Isla Accounting Corp is licensed by the Florida Board of Accountancy (Chapter 473, Florida Statutes).

I have read, understand, and agree to the Client Acknowledgment above and authorize Isla Accounting Corp to use my information to perform the requested services.