Forms & Resources

CLIENT INTERVIEW FORM:

Client Interview Form  (Excel Spreadsheet)

THIRD-PARTY RELEASE CONSENT FORM:

Requests for verification of information : AICPA Guidance for CPAs asked to provide verification to third parties

In order to disclose your information to a third party, we must have prior written consent on file. If you will complete this Third Party Release Consent Form, we will forward the requested information to the listed third party.

Office Location

Jacob George, CPA, PC
5620 Old Bullard Rd #112
Tyler, TX  75703
(903) 253-0715 phone
(888) 830-7539 fax
*By Appointment Only at Your Convenience