You must book a meeting BEFORE you use our checklist.
You can choose either an in-office meeting or an over the phone meeting. Meetings usually only take about 15 minutes once you submit your information.
PLEASE NOTE: If you are applying for a Same Day Tax Refund, you must read our Terms and Conditions on this website.
To save you time and to ensure we have the correct information to complete your tax return, please use the following checklist and information form before we meet. The first section is our checklist to make sure you have all the information required before we call you or meet you.
Then the other information will give us the most of details we need to to complete your tax return.