Prinz.tax New Client Onboarding

For new clients, tax regulations require us to go through an onboarding and identification process. As your tax advisor, we need further information and documentation to get you fully on board and prepare your power of attorney. Please carefully complete the following onboarding from and provide the required information.

Most clients prefer completing this form on their smartphone, using the camera to upload photos of their documents. All information is encrypted during submission and can only be accessed by Prinz.tax.

Your progress is saved on this device

You can close this window and continue later. However, your data is stored in this browser only. If you switch devices or use a private/incognito window, you will need to start over.

Completeness and Accuracy

I have completed the above questions and provided all relevant documentation to the best of my knowledge.

Are you sure you want to clear your data?

Clearing your data will reset your progress and you will need to start over.

Your Progress is Saved Locally

Your form data is automatically saved in your browser on this device. You can safely close this page and return later to continue where you left off.

Important to know:

When you're ready, simply return to this page and your answers will be restored automatically.