Client Resources
Working with JEM CPA is designed to be simple and straightforward from day one. Here are the six steps from first call to ongoing support.
Schedule a call to discuss your situation. No pressure, no commitment. JEM CPA will help you figure out the right plan.
You'll receive an email invitation to join the TaxDome client portal. This is where all documents, signatures, and communication happen securely.
Upload tax documents, bank statements, or whatever's needed directly through the portal. No emailing sensitive files back and forth.
JEM CPA will send an engagement letter outlining the scope of work and retainer. Review it and sign electronically right in the portal.
For tax clients: your return is prepared and filed. For bookkeeping clients: your QuickBooks Online account is set up or cleaned up, and monthly financials begin.
Questions come up throughout the year. JEM CPA is available via the portal or email. This is not a "file and forget" relationship.
Book a free consultation and we'll take it from there.
Book a Free Consultation