New Tax Client Intake Form

New Tax Client Intake Form

Thank you for choosing TJ Tax Services, LLC dba Jackson Consulting to assist with your tax filing. Before we get started with your tax filing we need you to provide some information to access our secure client portal. Once this information is received you will receive a new account and questionnaire email. Please enter all your personal or business information in the secure portal. If you have a spouse or dependent(s) please enter their information in the portal. If you have questions contact us 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: