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A business meeting

Getting Started

Welcome to our Tax Center!  At Jaedon Business Management, our goal is to simplify the process of filing your tax return by incorporating technologies that allow you to send us your tax documents securely using your computer, iPad, iPhone and/or Android devices.  We create a personal client portal for each of our clients to interact with us during our tax preparation process.

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To Get Started:

  1. If you are a new client, send us your contact information at admin@jbmtaxservices.com so that we can setup your personal client portal. You can also click Email US to begin the process.

  2. If you are an existing client, we will email you with the information you will need to log into your personal portal to start sending us your tax documents.

  3. Please review and accept our Client Engagement Letter that we will upload into your client portal.

  4. Review your checklist of items in your client portal that we will need to complete your tax return.

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Client Contact Information

If you are a new client or an existing client and your contact information has changed, make sure you update that information under the Profile tab in your client portal so that we may contact you about your tax return. You can click Email Us and provide us with your information as well!

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