New Client Form

New Client Form

Welcome to J&M Financial Advantages! Thank you for choosing us to assist you. To ensure we provide you with the best possible services, please take a few moments to complete this intake form. The information you provide will help us understand your financial situation and tailor our services to meet your needs. Rest assured, all information you provide will be kept strictly confidential and used solely for tax preparation purposes or other services you may request from us. If you have any questions while completing this form, don’t hesitate to contact us via email at support@jmfadvantages.com or jmfadvantages@gmail.com. Please give us 24-48 hours to respond. We look forward to working with you!
Client Information
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Type of Services you are interested in?

Other
Did someone refer you? Please provide name below. (This is for those who referred you to get your TAXES DONE, to get paid for referring you when you file with J&M Financial Advantages.)
Did someone refer you? Please provide person email or phone number. If you have both please provide both. (This is for those who referred you to get your TAXES DONE, to get paid for referring you when you file with J&M Financial Advantages.)
Additional Comments
Should be Empty:

Client Information