| Request for Information |
| Copy and Paste this sheet into an email to us when requesting information. You can also fax this sheet to 215.701.7538 email: TheBottomLine@TheBottomLineInc.net |
Are you a new to The Bottom Line? ____ YES ____NO
If YES, are you interested in a free ½ hour consultation? ____YES ____NO THANKS
New Client Info (or current client update):
Name: ________________________________
Spouse/Significant other: ___________________________________
Business Name: __________________________________
Address: _______________________________________________
City:______________________________________ State: _______ Zip: _______
Home Phone: ______-______-______ Work Phone: ______-______-______
Mobil Phone: ______-______-______ Fax Number: ______-______-______
Email Address: ____________________@__________________
Website address: ________________________________________
Please give us preferred date and time for your tax appointment:
Dates: _______________________________ Time:___________________________
Any new information that would help with your tax appointment:
_______________________________________________________________________
_______________________________________________________________________
FOR CURRENT CLIENTS ONLY
In the spirit of building bridges with other small businesses, we provide links to our clients'
and vendors' websites on our Links page.
Do you want to be listed on our Links page? ______YES _______NO THANKS
If YES, are you interested in a free ½ hour consultation? ____YES ____NO THANKS
New Client Info (or current client update):
Name: ________________________________
Spouse/Significant other: ___________________________________
Business Name: __________________________________
Address: _______________________________________________
City:______________________________________ State: _______ Zip: _______
Home Phone: ______-______-______ Work Phone: ______-______-______
Mobil Phone: ______-______-______ Fax Number: ______-______-______
Email Address: ____________________@__________________
Website address: ________________________________________
Please give us preferred date and time for your tax appointment:
Dates: _______________________________ Time:___________________________
Any new information that would help with your tax appointment:
_______________________________________________________________________
_______________________________________________________________________
FOR CURRENT CLIENTS ONLY
In the spirit of building bridges with other small businesses, we provide links to our clients'
and vendors' websites on our Links page.
Do you want to be listed on our Links page? ______YES _______NO THANKS
| The Bottom Line Financial Services, Inc. Your Mortgage and Tax Professionals 258 South 11th Street Philadelphia, PA 19107 Phone: 215.238.0230 Fax: 215.701.7538 TheBottomLine@TheBottomLineInc.net |
