Book Tax Appointment

*Book withPlease choose who you'd like to book your tax appointment with

Mardi

Reece

* Client TypePlease select if you're a new or existing client

New Client

Existing Client

*Type of Tax ReturnPlease select the type/s of tax return that apply to you

Individual Tax Return

Company Tax Return

Partnership Tax Return

Trust Tax Return

*Full NameEnter your full name as it appears on your Payment Summary

Date of Birth

Tax File Number

*Email

*Phone

Tax Appointment TypePlease choose whether you wish to receive a phone call or Zooom meeting for your appointment

Phone call

Zoom meeting

You have selected Zoom meeting. Once you submit this form you'll receive an email with instructions on how to join and a calendar invitation. Zoom meetings can be joined with your phone or computer.

You have selected Phone call. Once you submit this form you'll receive an email with a calendar invitation. Please ensure you enter your phone number correctly in the form.

Number of Tax ReturnsPlease select the number of tax returns to be processed in this appointment

File uploadPlease attach ALL files relating to your tax return

Additional InfoProvide any additional info relevant to your tax returns or appointment

Attached all documentsI have attached all available supporting documents such as payment summaries.

Yes

Don't have them yet

Attached what I have so far

Completed BookingI have booked in a time using the "Schedule time with..." button above

Yes