Personal service. Wherever you are.
How to work with us
Your taxes, one clear step at a time.
Work with JC Tax Services in Falling Waters, WV from the comfort of home. Share your information, ask questions, and understand your return before you approve it.
From getting started to understanding your return
Here’s what happens next.
New client? Start with the appropriate engagement agreement and required deposit. We’ll guide you through the questionnaire and secure portal access.
Fill out your questionnaire
Tell us about your household, income, and anything that changed during the year. Use the questionnaire we provide for your return. If a question is unclear, ask us before guessing.
A little context now helps us ask the right questions later.
Upload your tax documents
Follow your invitation to our SuiteDash client portal and upload the records requested for your return. Gather your income forms, prior-year return, and any relevant deduction or business records.
Use complete, readable files. Keep sensitive tax documents in the portal rather than sending them by ordinary text or email.
Stay in touch as we prepare
We’ll reach out if we need more information. You can text us through our Quo business number or email us with questions and updates. You don’t need a Quo account to send a regular text.
For a question about a tax document, send the document through the portal and let us know what you need help with.
Review your return and summary
You’ll receive a summary of your tax return so you can understand the result and discuss any questions. Review your completed return, confirm the details, and provide the required authorization before we electronically file it.
You’ll have a chance to ask questions before you approve filing.
You don’t have to figure it out alone
Not sure what to send?
Start with what you have and tell us what’s missing. If you need help with your questionnaire, portal invitation, or an upload, get in touch and we’ll guide you.
Ask a questionReady for the first step?
Choose your return type and begin the engagement process.
Let’s Get StartedAlready working with us? Continue through your questionnaire link and portal invitation.