Intake Forms

With more than 25 years of experience, Margaretha Valderas formed Valderas Financial in January of 2015. We now work with passionate entrepreneurs in the service, real estate, and construction areas. We have significant experience working with start-ups and franchises. In addition, Valderas Financial services high net worth individuals with complicated tax issues. With decades of experience under our belt, we are not only numbers experts, but also understand the importance of superior client service and expect nothing less from our vendors.

New Clients

Please follow these steps to successfully submit your intake form. 

 

  1. Click the link for a Business or Individual form
  2. The form will open in a new browser tab as a PDF file
  3. Download and save the PDF file to your computer
    – PLEASE NOTE: You CANNOT SEND the PDF through your internet browser. The file must be downloaded and saved to your computer first. 
  4. Fill out the PDF, then RESAVE your file
  5. Click SEND at the bottom of the second page, and an email window will open with your completed PDF form as an attachment


Business Client Intake Form Individual Client Intake Form
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