client intake form
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Accounting Client Intake Form
2026
Please click below to download our Client Intake Form to print out, complete, and include when submitting your tax documents. This will help our staff in preparing and completing your return in a timely fashion. Thank you in advance!

Taking a proactive approach in advising and preparing so you can focus on what really matters.
Financial services
glasgow: 270) 629-2046
bowling green: (270) 353-6380
accounting services: (270) 651-3013
LOCATIONS
Lockshield Partners Financial Services
301 S Broadway Street
Glasgow, KY 42141
Lockshield Partners Financial ServiceS
1415 U.S. 31-W Bypass
Bowling Green, KY 42101
Lockshield Partners Accounting Services
501 W Main Street
STE A
Glasgow, KY 42141
Click to see our Customer Relationship Summary - Form CRS
*CFP® Professional Designation
2026 Copyright Lockshield Partners - ALL RIGHTS RESERVED. Created by moxie made.

