Tax Deadline This Year. What to bring to the call

The slot is not held in advance

We do not reserve the 30 minutes until a time is chosen. The calendar shows what is open. You pick. Until that pick, the 30 minutes belong to whoever has already chosen. That is why this page exists before the booking page, not after it.

If the calendar is awkward on your phone, the footer phone number reaches the same practice. Say which return is still open. We will pick a time with you on the phone if the frame will not load.

Have these within reach

Last year's individual return if you file one, and last year's business return if the company files one. The extension acknowledgement, if an extension is why Thursday was yours. That Thursday has passed. A note of what was paid in April, including a zero. The last month the books were closed, meaning the bank and the books agreed.

If a notice arrived, have the first page where you can see the form number and the tax period. Cover or omit identification numbers until the call. A photograph can wait.

Payroll setup questions can come too, as long as they stay in their lane. The provider runs the deposits and the payday. We set the account up and we make sure the books can see it. Do not bring a deposit argument and expect it to rename Thursday.

What the 30 minutes will decide

First, whether Thursday 15 October 2026 is your filing day, whether Friday 15 January 2027 is the date you should be planning, or whether your day has already passed. Second, whether the months behind the return are closed. Third, whether the next step is a signed scope or a simpler answer you can carry out yourself.

A 30-minute call will not finish a return and will not invent a refund. It will name the day and name which records are still missing. That naming is what the 30 minutes are for.

After you book, the checklist on what to have in hand repeats the practical list without repeating this argument. The weekday list is written on which day is still ahead.