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3. Drop off documents and ask questions

A short appointment to drop off your documents, discuss your objectives, and ask questions

30 min
Prices vary
200 Capri Isles Boulevard

Service Description

You will meet with a tax professional who will receive your documents and set out a plan for the completion of your tax return. You will have plenty of time to discuss your tax objectives and to ask any questions. Please use our tax checklists to ensure you bring all the required information to your appointment. Once your tax return is ready for signing, we'll invite you back for a second shorter appointment to explain the outcome.


Cancellation Policy

To cancel or reschedule your appointment, please contact us as soon as possible.


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