Phone # (205) 789-8725
Signed in as:
filler@godaddy.com
Phone # (205) 789-8725
Signed in as:
filler@godaddy.com
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.
2100 Southbridge Parkway, Suite 650, Birmingham, Alabama 35209, United States
Office: 205.789.8725 Email: jayotaxfinancialservices@gmail.com
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