New Tax Client Portal Access Form

New Tax Client Portal Access Form

Thank you for choosing TJ Tax Services, LLC, DBA Jackson Consulting, to assist with your tax preparation and filing needs. Before we begin your tax engagement, we require a small amount of information to establish your access to our secure client portal. Once your information is received, you will receive an email with instructions to activate your account and complete your tax questionnaire. Please enter all required personal or business information below. If you have any questions or need assistance, please contact our office at (678) 765-9719 or accounting@jacksoncllc.com
Today's Date*

MonthDayYear
Client Name*

First NameMiddle NameLast Name
Company Name (If applicable)
Type Company Name
Employee Identification Number (If applicable)
Type EIN Number
Birth Date*

MonthDayYear
Social Security No.*
Address (Current Address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
E-mail Address*
example@example.com
Mobile/Phone Number*
Upload a Current/Valid Copy of your Drivers Licence or Identification Card and previous year tax return:*

Cancelof
Should be Empty: