Book an appointment

The most convenient way for new clients to schedule a tax or accounting consultation with JATINDER KAUR TAX PREPARER is through our online booking calendar. You can quickly view available time slots and reserve an appointment that fits your schedule.

Simply choose a suitable date and time, submit your details, and you will receive a confirmation message with the meeting information.

How it works:

  • Select an available time slot from the calendar.
  • Fill in your contact details and service request.
  • Receive instant booking confirmation.
  • Get a reminder before your appointment.

Appointments are available for personal tax, corporate tax, bookkeeping, HST returns, and accounting consultations. Both online and phone consultations are supported.

If you need urgent assistance or cannot find a suitable slot, please contact us directly by phone at [[phonenumber]] or email at [[email]], and we will try to accommodate you.

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Prepare for your appointment & what to expect

Need urgent assistance or can't find a slot?

If our online calendar doesn't show a suitable time or if you require immediate help, please fill out the form below, and we will get back to you promptly to arrange an alternative time or address your urgent inquiry.

Prepare for your appointment

To make your consultation smooth and productive, please prepare the following information and documents before your appointment. Having these ready helps us review your situation faster and give you accurate advice.

📄 For personal tax filing (T1)

  • Government ID
  • Last year’s tax return (if available)
  • T4, T4A, T5, T3 slips
  • RRSP contribution receipts
  • Tuition (T2202), student loan interest
  • Medical expenses summary
  • Childcare expense receipts
  • Rent or property tax receipts
  • Donation receipts
  • Work-from-home or employment expense details
  • Direct deposit information (void cheque or banking details)

🧾 For self-employed / contractors

  • Income summary or invoices issued
  • Business expense receipts
  • Vehicle expenses & mileage log
  • Home office expense details
  • GST/HST collected and paid
  • Bank and credit card statements (business use)

🏢 For corporate tax & bookkeeping

  • Financial statements or trial balance
  • Bank and credit card statements
  • Expense records and invoices
  • Payroll reports
  • GST/HST returns filed
  • CRA correspondence (if any)
  • Previous corporate tax return (T2)

💬 For consultation appointments

  • List of your questions or goals
  • CRA letters or notices
  • Access to CRA My Account / Business Account (if available)
  • Any deadlines you are facing

What to expect after booking

Once you book your appointment, you will receive a confirmation message with the meeting details and instructions. Our goal is to make your first consultation clear, comfortable, and productive.

✅ After booking

  • You will receive a booking confirmation by email or message.
  • Meeting link or call details will be shared (for online appointments).
  • A reminder will be sent before your scheduled time.
  • You may be asked to upload or send your documents in advance.

📞 What your first meeting will be like

Your first meeting is focused on understanding your needs and giving you clear guidance. During the consultation, we will:

  • Review your tax or accounting situation.
  • Discuss your goals and requirements.
  • Go through your documents and records.
  • Identify any missing information.
  • Explain available options and next steps.
  • Answer your questions in simple language.

🧾 For tax clients

We review your slips, income, deductions, and credits, and explain how your return will be prepared and filed.

🏢 For business clients

We discuss your business structure, bookkeeping status, HST, payroll, and compliance requirements, and suggest the best approach going forward.

⏱️ Duration

Most first consultations take 20–40 minutes, depending on complexity.

🎯 Our promise

You will leave the first meeting with:

  • Clear next steps.
  • Document checklist (if anything is missing).
  • Timeline for completion.
  • Transparent service details.

Location

JATINDER KAUR TAX PREPARER
Moncton, NB, Canada