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 Individual Client Intake Form

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

Please allow a minimum of 1 hour response time.

1. Tax Engagement Letter: You will receive an email with your Tax Engagement Letter, which will need to be reviewed and signed.

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.

   Our Billing and Collection vendor is 8amCPACharge.com. Please make sure to check your spam folder if you have not received an invoice.

   Please note that the Client Portal mentioned below cannot be established until Item#1 and Item#2 are completed.

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. Please utilize our Tax Organizer Checklist to begin collecting your tax documents provided at this link: Tax Organizers & Forms — JCox, while we establish your Client Portal.

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

2026 Tax Turnaround Time: For transparency and planning purposes, our tax turnaround times can also be viewed using the link provided below:

2026 Tax Filing and Refund Dates: What to Expect — JCox

If you have any questions along the way, we are happy to assist. We look forward to working with you.

Hours of Operations (Effective 2/1/2026)

Monday – Friday: 8 AM – 10 PM

Saturday 8 AM – 10 PM

Sunday: 1 PM – 10 PM