NEW CLIENT APPLICATION PROCESS:

1) Fill out Application form(s) (see below); and

2) Pay Retainer(s) and file fee (s) (see below); and

3) Receive notification of client acceptance and access to Client Portal.

Please note that after completed application(s) and payment(s) has been received it may take up to 15 (fifteen) business days to process and then receive acceptance notification and access. If an application is incomplete or payment is not received acceptance and access will not be provided until requested items are received and processed. ECO-CPA, INC. retains the right to not provide services, whereby notification and refund of fees received will be processed.

Please note you will need Adobe Reader to access the Application forms. If the program is not already on your computer please download (see below).

Please note that the Application forms may several minutes to load.

 

 

Application - Personal

access

 

 

Application - Business

access

 

Click here to download Adobe Reader

adobe_reader

Personal Services Retainer $100.00

(credited/applied to CPA firm services)

 

Business Services Retainer $200.00

(credited/applied to CPA firm services)

 

 

Credit Card Payment

ECO-CPA, INC.