Appointment planning card
A planning aid for your conversation, not a booking confirmation. Book a time with our team through the contact page or by phone.
How to use
Keep the topic brief and free of sensitive details. Send tax records only through Canopy. The team confirms arrangements separately.
Download Appointment planning card (PDF)Client Portal
Information to have ready
- General reason for the conversation
- Preferred days or time windows / time zone
- People you would like included (general roles only)
Records or task checklist
- Main questions listed
- Relevant tax year or period identified
- Supporting records uploaded through Canopy if requested
- Any deadline concern flagged directly to the team
- Appointment details confirmed with the office
We respond within one business day. That is a response commitment, not a promise of a same-day appointment or completed work.
Related resources
General information only; not tax, legal or financial advice. Contact the team about your situation.