1:1 Tax Planning & Strategy Meeting – Confirmation

Thank you for Booking!

What's next?

Woohoo! The first part of this is done, and you have officially reserved your date and time. 

Hold tight for a few minutes (or hours depending on what time you booked) and keep an eye on your inbox for a few emails from Rachel, our Client Services Director, and our secure file exchange system for document upload. 

What we need from you

In order for us to prepare an effective tax plan and strategies for your business, we will need the following documents provided ahead of time:

  • A copy of your completed 2021 tax return(s) (Both business & personal if separate!)
  • Your current bookkeeping or Profit & Loss Statement (if you have them!)

In order to finish claiming this offer, you also need to complete/sign the engagement letter you will receive no later than 12/02/2022, or your reservation/meeting is subject to cancellation. 

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