New Tax Client Portal Access Form

New Tax Client Portal Access Form

Thank you for choosing Jackson Consulting for your tax preparation and filing needs. Before we begin your tax engagement, please provide the required information below so we can establish your access to our secure client portal. Once your information is received, you will receive a separate email with instructions to activate your portal account, complete your tax questionnaire, and securely upload the necessary documents. Please complete all required personal and/or business information. If you have questions or need assistance, contact our team 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
Format: (000) 000-0000.
Upload a Current/Valid Copy of your Drivers Licence or Identification Card and previous year tax return:

Cancelof
Should be Empty: