Tax Pro Niagara Drop Off Service
For Dropping of Your Documents to Our Secure DropBox with /without an Appointment
Step One - Use our Handy Checklist to gather required paperwork. Check out the Forms Section for additional forms you may need. Fill in the Intake Form.
Step Three - Gather up your Paperwork and place it into one labelled envelope or Ziploc bag - please take paperwork out of original mailing envelopes.
Step Four - Drop your paperwork off to our Secure Drop Box at least 24 hours ahead of your phone Appointment
Step Two - Make a Phone Appointment Online through the Book Online Tab. (If a phone appointment is not required, please make sure to fill in the Intake Form and drop it off with your paperwork.)
Step Five - We will phone you at your scheduled appointment time, or we will schedule a follow up call if no phone appointment is required. Easy!
For Rental/Small Business/Driving Income we will require your Income and Expenses to be organized and compiled (do not drop off your receipts). If you do not already have a system, we can supply you with a handy spread sheet to use - send a request via email @ email@example.com