Get in TouchWe’d Love to Hear from You Contact UsWe’re Here to Assist You With Your Financial NeedsFill out the form below, and our expert team will get back to you promptly to provide the assistance you need. Social Media JCBS Client Intake FormFirst NameLast NameEmailPhone (Optional)Please Choose One- Select -PersonalBusinessWhat service are you interested in?- Select -Personal Tax PreparationsFinancial CoachingBookkeepingStartup/Entity FormationWhat are your financial goals right now?Did you file taxes last year?- Select -YesNoWhat is your biggest financial stress right now?Are there any life changes we should know about?- Select -New JobDependentsHome purchase/SaleMove to a new stateMarriage/divorceAny additional notes or questions?Business NameBusiness Owner NameBusiness AddressPhoneAny additional notes or questions?IndustryBusiness Structure- Select -LLCS-CorpC-CorpSole ProprietorNumber of Team Members- Select -1-55-1010-2020+Years of Operations- Select -1-55-1010+What services are you interested in?- Select -Business Tax PreparationBookkeepingStartup/Entity FormationAdvisory & StrategyDo you have a bookkeeping or tax system in place? If so, Which?What is your biggest financial challenge in your business?Are your books up to date?- Select -YesNoHow did you hear about us?- Select -Google SearchFacebookYelpInstagramTwitter/XReferralThumbtackReturning ClientOtherWho Referred you?Please SpecifySubmit Form Reach OutConnect With JCBS Finance Group Today Contact410-493-5700 Emailinfo@jcbsfinancegroup.com Address849 Fairmount AveSTE 200 #1076Towson, MD 21286 Join UsReady to Simplify Your Financial Journey?Contact us today for personalized financial solutions tailored to your needs. Get Started
