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New Client Intake Form

Complete this form only if you are wanting to set-up an account with Clarity Compliance Management.

Services Requesting

Company Information

Multi-line address

A federal tax ID, or Taxpayer Identification Number (TIN), is used by the IRS to administer tax laws. The most common type for businesses is the Employer Identification Number (EIN), a unique nine-digit number. If you are an individual and not operating as a formal business entity with employees, you should generally use your Social Security Number (SSN) for federal tax purposes. If you are not comfortable listing your SSN, you may put zeros in place of it. We will reach out.

The Department of Industrial Relations (DIR) requires that all contractors and subcontractors be registered before bidding on Public Works projects. This is an annual requirement. The DIR # is a 10-digit long number. You do not need to register with the DIR if you only work on federal contracts that are awarded by and under the complete control of the federal government. In this case, list all zeros.

If you do not hold a CSLB license number and instead operate under a specialty license, please list the specific license type and corresponding license number.


Describe the scopes of work your company typically self‑performs on projects. For subcontractor‑management‑only engagements, list the scopes performed by your subcontractors.

Contact Person

The primary contact person we should reach out to for setting up your account and addressing any additional questions we may have.

Retainer Fee

A retainer fee is an upfront payment that secures our availability and services for your project. This fee ensures that dedicated time and resources are reserved specifically for your needs. The retainer is applied toward the services provided, and any work performed beyond the retainer amount is billed according to our standard rates. This structure allows us to have availability and begin work immediately and maintain consistent support throughout the engagement.

Choose a Service (Includes 2.9% Service Fee?

Once you hit SUBMIT, you will be directed to the payment processing page.

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Clovis, CA 93611
Phone: (559) 206-1074
Fax: (559) 701-0165

admin@claritycompliancemanagement.org
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