The next step in our tax prep process is gathering all of your necessary information. To best serve you, we have created a Tax Organizer.
We request that all clients complete the tax organizer – there is a good chance things have changed for you this last year, and this is a great place to let us know.
Once you have completed the Tax Organizer, the JDA team will email you a request create an account and upload your documents to SmartVault. Returning clients can use the link below to log into their account and get started.
The JDA team gets notified when your documents are uploaded. At that time, we will review for completeness. If we have everything we need, we will start the clock on your return, and be back with you within 7 days. If we do not, we will reach out and let you know what we are missing. Be sure to check your email!