NEW CLIENT INTAKE FORMS
Please print and complete the required form, then upload it to your client portal. If you have supporting documents, include those as well. If you need assistance, you are welcome to schedule a virtual or in-person appointment for help with the process. Schedule your video call here.
New Individual Client Intake Form (Utilize our E-Form Here)
New Business Client Intake Form
Individual Direct Deposit Form
2025 TAX ORGANIZERS
Please print and complete each form and upload it to your client portal. If necessary, please provide any supporting documentation. Any missing or incomplete information could delay the completion of your tax return(s).
If you do not see the organizer that best meets your needs, please feel free to contact us at ncox@jcoxcpa.org.
Form 1120 Tax Organizer for Filing Period 2025 (For S-Corporations & Corporations)
Form 1065 Tax Organizer for Filing Period 2025 (For Partnerships)
Form 990 Tax Organizer for Filing Period 2025 (Tax-Exempt Organizations)
Form 1040 Tax Organizer for Filing Period 2025 (For Individuals)
2024 TAX ORGANIZERS
Please print and complete each form and upload it to your client portal. If necessary, please provide any supporting documentation. Any missing or incomplete information could delay the completion of your tax return(s).
If you do not see the organizer that best meets your needs, please feel free to contact us at ncox@jcoxcpa.org.
Please click the individual links below to download the PDF Copy required.
Form 1120 Tax Organizer for Filing Period 2024 (For S-Corporations & Corporations)
Form 1065 Tax Organizer for Filing Period 2024 (For Partnerships)
Form 990 Tax Organizer for Filing Period 2024 (Tax-Exempt Organizations)
Form 1040 Tax Organizer for Filing Period 2024 (For Individuals)
