JAS | Client Worksheet

Welcome Back .

Each year we improve and simplify our process to make filing as effortless as possible.

We've built a new system to help you complete your Client Information Worksheet quickly and accurately — with most of your information already filled in for you.

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Takes about 5–10 minutes to complete

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Your existing information will be pre-filled

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You will review, correct, and sign digitally

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Have your documents ready before you begin

Before We Begin

Two quick questions to make sure we don't waste your time.

Do you have an appointment scheduled with us?

Appointment ID

Your appointment ID was included in your confirmation email.

Do you have all of your tax documents ready to upload right now?

Let's Find You

We use this to locate your account. This information is never stored or transmitted — it is only used to identify you.

Last 4 of Social Security Number

Only the last 4 digits — never your full SSN.

Date of Birth