New Client

Peterson & Jake would like to welcome you as our new client. Part of this
process is collecting as much information as possible from you so we
can accurately open your file.

Each of the following documents are in Adobe format and all forms have been made fillable for your convenience.

  1. New Client Information List (PDF) - The New Client Information list if you are either an individual or a corporation. Use this list to gather all the necessary information and documentation we'll need to open your new file.

  2. New Client Information Form (PDF) - The New Client Information form if you are an individual.

  3. New Corporation Information Form (PDF) - The New Corporation Information form if you are a corporation.

  4. Tax Organizer (PDF)

Bring all the gathered documentation from the New Client Information list and either the completed New Client Information form or New Client Information form with you to your first appointment. For forms you have filled out electronically and would prefer to email to our office, please direct them to either our receptionist Tami, or our Office Manager Tiara. See Contact tab for their email addresses.

Our office is located at:
1740 Pottery Ave, Suite 201
Port Orchard, WA 98366

Please feel free to call us at 360-874-0404 if you have any questions or need further assistance.

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