Maximizing Your Finances
Expert Tax & Accounting Consulting Services For Individuals and Businesses
Tax Center
At Jaedon Business Management, we aim to provide a range of online resources to facilitate your tax filing process, including tools for filing taxes, requesting extensions, and submitting essential information to ensure optimal service delivery. Review the forms below to assist us in streamlining your tax experience.
Client Engagement Form
We're delighted to assist you with the preparation of your federal and state income tax returns. This communication serves to define and confirm the terms of our collaboration and to outline the scope of the services we'll offer. Completion of this form, as mandated by ethical standards and our professional liability insurance, is designed for your benefit.
Tax Questionnaire
Please complete these series of questions because they will help you to quickly begin the tax preparation process.
eFile Authorization
The eFile authorization forms give us permissions that are needed to submit your tax return to the IRS. By completing the form you giving JBM consent to electronically signing Form 8879 and other state forms if required.
Choose the authorization form based on if you are filing an individual return or a business return.
Get a Jump Start!
Get a jump preparing your taxes today! Start by filling out the Contact Information form provided below. If you were enrolled in college or technical school during the year, please ensure to complete the Education Student Tuition questionnaire. Travel professionals are required to fill out the Flight Crew or Healthcare Expense Report, depending on your profession. Small business owners should complete the Small Business Worksheet. Additionally, if you have dependents for whom you provided more than half of their financial support, please fill out the Dependents form. For those dependents who required care, whether it was child daycare or adult daycare, please complete the Child & Dependent Care form. Get started now and ensure your tax preparation is completed efficiently!
