Business Docx: Client Intake Suite
CHOICE OF ENTITY DECISION GUIDE (TAX CONSIDERATIONS)
This guide helps you spot important tax-related issues and guide the client conversation to determine what type of tax treatment makes the most sense for your client’s new business. It helps you both understand and communicate whether the client’s new business should be taxed as a C corporation, an S corporation, or a disregarded entity or partnership. It also serves as a powerful mentoring tool to help newer attorneys understand major legal issues in business entity types.
CHOICE OF ENTITY DECISION GUIDE (NON-TAX CONSIDERATIONS)
This guide helps you spot important legal issues and guide the client conversation to determine what type of entity structure best meets your client’s needs. It helps you clarify and communicate important distinctions between partnerships, LLCs, and corporations, and will also help newer attorneys understand major legal issues in business entity types. Client Intake Checklist The client intake checklist allows helps you gather essential information to begin a new client engagement.
INITIAL MEETING QUESTIONNAIRE
This questionnaire is an excellent conversation guide to help you counsel the client through a new engagement and gather the information you need to help the client structure, update, or maintain their business.
INITIAL MEETING COVER LETTER
This letter helps communicate your firm’s expectations and prepares the client for the initial client meeting