Individual Client Questionnaire
This five page questionnaire is required to be completed and returned with your individual tax documents in order for us to accurately prepare your returns.
Download QuestionnaireThis five page questionnaire is required to be completed and returned with your individual tax documents in order for us to accurately prepare your returns.
Download QuestionnaireCurrent John A. Knutson & Co., PLLP clients can now request an electronic version of their tax organizer. This includes completing and submitting tax documents electronically. We use SafeSend Organizers and SafeSend Returns, which keeps all information secure. If you would like to complete your organizer and submit tax documents electronically, please contact us.
Yes! To watch the tutorial on SafeSend Organizers Click here.
Save your documents to your computer as a .pdf (lower case matters) before uploading to SafeSend.
We do not accept HEIC files, which is what Apple users usually have their image settings set to. Here are the steps to convert this image to a .pdf:
We do not accept HEIC files, which is what many mobile device users usually have their image settings set to. Here are the steps to convert this image to a .pdf:
Current John A. Knutson & Co., PLLP clients can now securely email documents for your tax organizer as PDFs. Tips for sending JAK your documents:
Copyright © 2023 JAK + CO. ® - Accounting Services.
Marketing by Align Marketing Group