New Business Client Information
Please fill out the information below. A JMR Financial Group representative will contact you to further assist you.
Organization Name
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Mailing Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Primary Contact
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Name
Title
Website:
Contact Phone Number
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Area Code
Phone Number
Contact Email
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Legal Entity
Corporation
S-Corporation
LLC/PLLC
Sole Proprietor
Partnership
Non-profit
Other
Industry
Example: Agriculture, Restaurant, Mining, Retail, etc.
Fiscal Year End
Est. Annual Revenue
Number of Employees
What support are you seeking? (check all that apply)
Flexible Benefit Plan Implementation and Administration
Retirement Plan Implementation and Administration
Income Tax Planning and Preparation
Payroll Services
Accounting/ Payroll Data Clean Up
Accounting/ Payroll Software Selection and Set-up
Operating and Capital Budget Support
QuickBooks Consulting
Recurring Accounting Services
Sales Tax Calculation and Filing
1099 Preparation and Filing
What is keeping you up at night with your finances?
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