Start Your Tax Filing with C&J Eastside 1
The intake process is the first step toward a prepared, reviewed, and authorized return. Complete your information, sign the service agreement, and follow the secure instructions to submit your supporting documents.
C&J Tax ServicesEastside 1A clear path from start to filed
Submitting the intake form does not automatically file a return. Filing happens only after you review and authorize your prepared return.
1. Complete your information
Fill in your details so we understand your situation.
2. Sign your agreement
Electronically sign the applicable service agreement.
3. Submit documents
Follow the secure document submission instructions.
4. We prepare & you authorize
We review, prepare, and you authorize filing.
Information to prepare
- Personal contact information
- Filing status and dependents
- Income document details
- Prior-year tax return reference
- Bank info for direct deposit
C & J Intake Process
Please provide your basic contact information and let us know how we can assist you today. Fields marked with an asterisk (*) are required.
Submitting this form starts your intake — it does not file a return. Filing happens only after you review and authorize your prepared return.
Agreement & electronic signature
A signed engagement agreement is part of the intake process. The agreement is reviewed with you before your return is prepared — it is not the signed tax preparation agreement itself and does not override it.
Questions about intake?
We're happy to help you get started. Reach our East Houston office directly.
Prefer to talk first?
Call our East Houston office or book an appointment — we'll walk you through the intake process.