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Intake Forms
At Legacy Financial Services & Business Solutions, we understand the importance of making our intake forms accessible to our customers. That is why we have made them available on our website for your convenience.
To access the forms, simply scroll to the bottom of our homepage and click on the “Intake Forms” link. Once you have filled out the necessary information, simply press the “Submit” button and your request will be processed in a timely manner.
If you have any questions about the forms, please do not hesitate to contact us and we will be happy to assist you. Thank you for choosing Legacy Financial Services & Business Solutions and we look forward to serving you!
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The new client intake form is designed to helps us to better understand our clients and provide them with personalized, effective solutions to meet their needs.
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Thank you for choosing Legacy Financial Services and Business Solutions as your payroll provider. We are committed to helping your business succeed and look forward to working with you.
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We are committed to providing you with the highest level of service and support, and we look forward to working with you on your journey towards financial freedom.
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Our Legacy Financial Services and Business Solutions Team is your one-stop payroll provider. We are committed to helping your business succeed and look forward to working with you.
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