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  • 1 - Client Information


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  • Entity Type *

  • Fiscal Year-end

  • Name *

  • Address *

  • Is your billing address the same as the address you provided above? *

  • Email *

  • Is your billing email the same as the above email? *

  • Billing Email *

  • Would you like us to create your FCR Client Portal using the provided email above? *

  • Portal Email *

  • Phone Number *

  • Extension #

  • Cell Number

  • Other Phone Number



  • 2 - Additional Entities

    Related Co's, Owners, Shareholders, Family Members, etc.


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  • Name

  • Entity Type

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  • 3 - Previous Accountant / Auditor


  • Are you creating a new business account for an existing client? *

  • Did you have an accountant before FCR? *

  • Existing Client Information *

  • Reason for change? *

  • Did you have an auditor before FCR? *

  • Reason for change? *



  • 4 - Client Third Party Contacts


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  • Bankers

  • Lawyers

  • Financial / Investment Advisor

  • Other



  • 5 - Other Additional Information


  • Other Additional Information



  • 6 - Referral Sources


  • Referral Source *

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  • 7 - FCR Information


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  • FCR advisor filling out this form:*

  • FCR advisor's email to send a copy to:*

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  • Partner *

  • Manager *

  • Creating Client Account: *

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  • Please Note before submitting

    If you don't have some of the required information to send the form, please type the reason in that field for the one creating the client account to see.



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Important Notice:

FCR will now redirect you to CCH Portal where your FCR Client Portal login is located.

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