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Peirce Bookkeeping
Peirce Bookkeeping
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Peirce Bookkeeping
Peirce Bookkeeping
Home
Services
About
Contact
Home
Services
About
Contact

New Client Tax Preparation Questionnaire

For individuals, families, sole proprietors, and other applicable tax situations. Please use fictitious information while this test version is in development.

PRIVACY & SECURITY PROMISE

Peirce Bookkeeping is committed to protecting your confidential tax and financial information. Your information is used solely for authorized tax preparation services and will NOT be sold or shared for marketing purposes.

Completing this questionnaire does NOT establish a client relationship or guarantee acceptance of services.

Do NOT enter or email Social Security numbers, EINs, banking information, passwords, or other sensitive identification details.

Wait for instructions from your tax preparer to submit supporting documentation securely.

TEST MODE — No responses are transmitted, stored on a server, or emailed. Do not enter actual client information. Encryption of submissions has not been verified.

📞(865) 243-9395

Note: To protect our focus and client work, incoming phone calls go to voicemail. For the fastest response and to schedule a consultation, please submit the contact form.
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Peirce Bookkeeping currently provides bookkeeping and financial record management services. Tax preparation and filing services are expected to launch in 2027 and are not yet available.

Peirce Bookkeeping does not provide legal services or services requiring a CPA license. Clients should consult an attorney, CPA, or other qualified professional for legal, compliance, tax, or advisory matters outside the scope of their engagement.

© 2026 Peirce Bookkeeping. All rights reserved.