• Home
  • About Us
    • How It All Started
    • Meet Our Team
  • Services
  • Contact Us
    • General Office Info
    • Contact Our Team
  • Resources
    • Tax Deadlines
    • FAQs
    • Blog
  • New Clients
    • Need a New Accountant?
    • New Client Forms
  • Current Clients
    • Our Portal
    • Current Client Forms
  • Pay Taxes Online
    • Individual Tax Balance
    • Individual Estimated Tax
  • More
    • Home
    • About Us
      • How It All Started
      • Meet Our Team
    • Services
    • Contact Us
      • General Office Info
      • Contact Our Team
    • Resources
      • Tax Deadlines
      • FAQs
      • Blog
    • New Clients
      • Need a New Accountant?
      • New Client Forms
    • Current Clients
      • Our Portal
      • Current Client Forms
    • Pay Taxes Online
      • Individual Tax Balance
      • Individual Estimated Tax
  • Home
  • About Us
    • How It All Started
    • Meet Our Team
  • Services
  • Contact Us
    • General Office Info
    • Contact Our Team
  • Resources
    • Tax Deadlines
    • FAQs
    • Blog
  • New Clients
    • Need a New Accountant?
    • New Client Forms
  • Current Clients
    • Our Portal
    • Current Client Forms
  • Pay Taxes Online
    • Individual Tax Balance
    • Individual Estimated Tax

New Client Forms

 Please select the form that best fits your situation: Individual or Business. Download and complete the form, then bring it in or send it along with copies of your tax returns from the past three years. 

Individual Client Intake Form (pdf)Download
Business Client Intake Form (pdf)Download

Ready to Get Started?

  1. Download the Individual or Business form.
  2. Complete it and gather your tax returns from the past three years.
  3. Send it to us by email or bring it in to our office.

Email Your Completed Form

Copyright © 2026 Rebecca Cochran CPA LLC - All Rights Reserved.

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept