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Client Intake Form – Please complete the Client Intake Form prior to your first scheduled meeting with Burton and Associates LLC.

Personal Budget Worksheet – If you plan to discuss personal financial planning at your next meeting with Burton and Associates, please come prepared with the completed Personal Budget Worksheet and the Estate Planning Worksheet.

Estate Planning Worksheet - If you plan to discuss estate planning at your next meeting with Burton and Associates, please come prepared with the completed Estate Planning Worksheet and the Personal Budget Worksheet. 
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tax planning
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Burton & Associates LLC © 2010-2017 All Rights Reserved.
3410 Independence Drive, Suite 200 | Birmingham, Alabama 35209 | Tel (205) 870-5500 | Cell (205) 789-9894 | Fax (205) 870-5508
No representation is made that the quality of legal services performed is greater than the legal services performed by other lawyers.
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