New Clients

Trust Our Experienced Accountants with Tax Preparation

What we can Do

New Client Onboarding

Thank you for reaching out to Jeff Baker & Associates, PS!

We are honored that you reached out to our firm to see if we would be an ideal fit for your tax, accounting and consulting needs. We know taxes can be overwhelming and we are here to take that stress away from you. Our team includes a group of experienced tax and accounting professionals who have dedicated their careers to delivering the highest level of service to you as a client. Like our professionals, our clients are not all alike, and come to us each in their own stages of life, careers, and needs. As such, to better service you as a client, we need some information about you and your tax situation. This allows us to tailor our wide range of services to meet your unique needs. Below you will find a variety of services, please complete the form below to the best of your ability.

Once you have submitted your questionnaire; one of our trained accountants will review your submission and an administrative staff will contact you to schedule an appointment. The phone call consultation is an opportunity to connect with one of our accountants, get to know us better and see if we are an ideal fit!

Request for Previous Tax Returns:

Down below we have a secure link to upload at minimum one prior year tax return, but two would be ideal. This enables us to have an effective conversation and gain an understanding of your unique tax situation.

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Which Tax Return Preparation Entity are you looking JBA to complete for you?*
What Services would you be interested in JBA to service or complete for you?*
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    With over 40 years of 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.

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