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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 @

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