1020 9th Avenue Southwest, Suite 212, Bessemer, Alabama 35022, United States
Phone # (205) 789-8725
Phone # (205) 789-8725
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DOWNLOAD AND COMPLETE FOR YOUR APPOINTMENT
Client Data Form (pdf)
DownloadDependent Due Diligence Form (pdf)
DownloadDisabled Dependent Form (pdf)
DownloadHealthcare Coverage Due Diligence (pdf)
DownloadHousehold Employee (pdf)
DownloadHousehold Employee (pdf)
DownloadLegal Deductions (pdf)
DownloadNew household verification form (pdf)
DownloadSelf-Employed Business Income _ Expense Form (pdf)
DownloadSelf-employed due diligence (pdf)
DownloadWe know that the financial needs for each business or family are unique. Above you will find a list of forms, please chose the form that applies.
1020 9th Avenue Southwest, Suite 212 Bessemer, Alabama 35022, United States
Office: 205.789.8725 Email: jayotaxfinancialservices@gmail.com
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