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Name*

First Last

Company/Entity Name

Phone*

Email*

How did you hear about JBA? (✔️ all that apply)*

Google

Website

Social Media

Friend/Family Member

Referred by an existing client

Other

Please specify how you heard about JBA

If you were referred, please let us know who:

What is prompting you to hire a CPA?*

Reason for switching CPA's?

Which tax return years are you looking JBA to service or complete for you?

Which Tax Return Preparation Entity are you looking JBA to complete for you?*

Personal Tax Return Preparation

Business (Partnership Return 1065)

Business Tax Return (S-Corporation 1120S)

Business Tax Return (Corporation 1120)

Business Tax Return (Schedule C or Sole-Priop)

None of the above

What Services would you be interested in JBA to service or complete for you?*

Real Estate Transactions (1031, Cost Segregation Study, Primary Residence Sale)

Out of State Income Tax Returns

Reviewed or Compiled Financial Statements

Accounting Services

Business Solutions (*see link attached above)

Audits (IRS, DOR, L&I)

Tax Planning

Other

At JBA we pride ourselves in providing value for our fees. To help us better understand expectations and to assess whether our fees are structured in such a way that provides the added value that you are seeking, please share an estimate of the tax preparation fees that you would anticipate for our services based on past experience*

Is there any additional information you would like JBA to know about your taxes? Put N/A if none*

Please Upload A Prior Year Tax Return

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ABOUT

With over 100 years of combined experience, we are confident that we can provide the tax and financial assistance that best fits your business or personal needs. We pride ourselves on being proactive and responsive to our clients’ inquiries and suggestions

HOURS

M-F: 8:30am-4:30pm, S-S: Closed

EMAIL

PHONE

ADDRESS

13400 Pacific Ave South, Ste 102 & 202 Tacoma, WA 98444
Note: The client entryway is downstairs in Suite 102.

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