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Client Organizers

Financial Organizer:

Click below to take the first step in securing your financial future by downloading our confidential financial questionnaire:

Confidential Financial Questionnaire

Please complete the questionnaire and bring a copy to your scheduled financial planning meeting.

Tax Organizer:

Federal and state tax returns are extremely complicated and difficult to understand exactly what information is needed. We have simplified tax preparation for our clients by creating an easy to use tax organizer that helps to know what information is required to file and exactly what documents need to be provided.

Click below to simplify your life and request a copy of the Jacques Financial comprehensive tax organizer:

Request Your Tax Organizer

Please complete the organizer and bring a copy, including tax documents, to your scheduled tax planning and preparation meeting or mail it to the office with all tax documents included and once received we will contact you regarding the process for tax preparation.