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Client Onboarding Intake Form


Please complete this form to begin your onboarding with Estandz Place Consulting Ltd.


This form helps us understand your business, tax position, and compliance needs before we set up your services.


Once submitted, a member of our team will review your information and contact you within 24 hours to confirm your service setup and next steps.


All information is kept strictly confidential and handled in line with UK data protection regulations.

Your Contact Details

Business & Trading Information

What support are you mainly looking for?
Do you currently have any backlog bookkeeping?
Business Type
Are you currently registered with HMRC or companies House?
Yes - fully registered
Yes - but not sure it is up to date
No - I need help registering

Tax & Compliance Status

Have you ever submitted a Self-Assessment or Company Tax Return before?
Yes
No
Are your accounts and taxes currently up to date?
Yes
No
Not sure
Which services do you need? (Select all that apply)

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