Thanks for registering for your 2024 tax return.
So I can get things moving, can you please answer the following:
Income
- 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.
Deductions
- 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.