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JAM Financial Services Logo

phone 919-556-5993
fax 866-977-6077

  • Home
  • Services
  • About Us
  • Testimonials
  • Forms
  • Tips
  • Notary Services
  • Resources
    • Make a Payment
    • Financial Calculators
    • Record Retention Guide
    • IRS Publications
    • IRS Forms
    • Tax Appointment Checklist
    • Tax Rates
    • Tax Due Dates
    • Taxpayer Rights
    • Tax Glossary
    • Subscribe to Tax Calendar
    • IRS Withholding Calculator
    • Where is My Refund?
  • Client Portal
  • Newsletter
    • Latest Edition
    • Newsletter Archives
    • Subscribe
  • Contact
    • Contact
    • Request Appointment
    • Share Testimonial

Forms

JAM_NEW_FORMS

Welcome Letter

Engagement Letter

Client Tax Questionnaire

1040-ES Estimated Tax for Individuals

NC-4

W4 Employee W/H

 

 

Schedule C Income & Expense Worksheet 2024 Employers Tax Guide

W9 Request for Taxpayer ID Number

I-9

  Conflict of Interest Waiver
Schedule E Rental & Expense Tracker NCUi604    
9465 Installment

Quarterly Tax Calculator Worksheet

Employment Application

Home Inventory

 

 
2848 Power of Attorney -IRS

GEN 58 – Power Of Attorney NC

8822 Change of Address

Protection Plus

Company Info

Company Signature

 

 

 

Time Card

Time Card – Printer Version

 

 

Quick Contact

Phone: 919-556-5993
Fax: 866-977-6077
Email: judy@jamfinancialservices.net
More Information

 

Returns received April 1st or after must be extended. We cannot guarantee completion.

Extension cost is $20 in advance. Please use link or scan QR code below to make payment.

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Helpful Links

  • IRS Publications
  • Record Retention Guide
  • Tax Due Dates
  • Tax Forms
  • Tax Rates
  • Where is my refund?

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