Request for Information

Copy and Paste this sheet into an email to us when requesting information.   You can also fax this sheet to 215.238.0240 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

The Bottom Line Financial Services, Inc. Your Mortgage and Tax Professionals 258 South 11th Street Philadelphia, PA  19107 Phone: 215.238.0230 Fax: 215.238.0240 TheBottomLine@TheBottomLineInc.net