Accounting & Advisory Client Acceptance Disclaimer

All new client engagements are subject to a preliminary review and acceptance process prior to onboarding. Submission of information, completion of an intake form, scheduling of a consultation, or payment of any initial fee does not constitute acceptance as a client. JCox CPAs & Advisors, P.C. reserves the right, in its sole professional discretion, to decline or discontinue an engagement based on compliance requirements, capacity constraints, independence considerations, conflicts of interest, or other professional and regulatory standards. Engagement services will not commence until a written engagement letter has been executed by all parties and formally accepted by JCox CPAs & Advisors, P.C.

New Business Client Intake Form

Here’s what you can expect as the next steps:

Please allow a minimum of 1 hour for a response.

1. Accounting & Advisory Engagement Letter: You will receive an email with your Accounting & Advisory Engagement Letter, which will need to be reviewed and signed by an authorized member of the legal entity.

2. Invoice Payment: Shortly after, our billing and collections system will send you an email to submit payment. Payment is due at the time the Engagement Letter is executed. Your 30% discount will be automatically reflected on the invoice. This is a separate email which will come from our billing and collections team, 8AmCPACharge.

3. Client Portal (ShareFile): You will receive an email to finish registering for your Client Portal, ShareFile. Once you finish your login, you should begin to see the requests we require to complete your tax return. Please upload files in its designated folder to ensure we file your tax return(s) on time and efficiently.

4. Video Conference Call/Phone Call: If you would like to schedule a video call or phone call, you may do so at your convenience using the scheduling link: Contact — JCox