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Thanks for registering for your 2024 tax return.

So I can get things moving, can you please answer the following:


  • Has your employer changed, or has your job substantially changed?
  • Aside from wages / interest / dividends… did you have any share sales / asset sales / business income?

Personal Life

  • If you have a spouse, what was their estimated income?
  • How many dependent do you have?
  • Do you have Private Health Insurance? If so, send me the statement when it comes.


  • Are they similar to last year? Has your work situation changed? You can either email me or give me a call to discuss.

Feel free to pick up the phone if you want to discuss. I’m at my desk most days from 10am to 3pm.

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