Please make sure you have added: jamie@jandjfinancial.com as your accountant in QBO.

Provide Quickbooks Information
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Quickbooks Year     

**We will not begin the tax return until the current year tax engagement letter is received. If you have answered no to this question, we will resend the engagement letter within 48 hours, so please be on the lookout in your email.

Please email tax@jandjfinancial.com with shareholder information. Provide the following for EACH shareholder.


First and Last Name
SSN
Shareholder % of Ownership at Year End
Mailing Address
Email Address
Telephone Number