CBSI Client Checklist

Unsure of what you need as an individual or business for your taxes? Download our free checklist to help you prepare!

New Client Intake

New to Commonwealth Business Services? Please fill out this form to help us get to know you!

Returning Client Intake

If you've worked with Commonwealth Business Services before, welcome back! Please use this form to confirm your current information.

CBSI Tax Welcome Letter

Welcome to another year of tax season fun! We are happy to be working with you for this tax season and we have provided some general information to get us started.