BJ Tax Pros Appointment Form

Appointment Request Form

Let us know how we can help you!
Full Name

First NameLast Name
Contact Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What date and time work best for you?
IMPORTANT: DO NOT BOOK YOUR TAX APPOINTMENT WITHOUT ALL REQUIRED DOCUMENTS!

To ensure we can process your return efficiently, please have the following ready:

Valid ID (Driver’s License, State ID, or Passport)
Social Security Cards for all taxpayers and dependents
W-2 Forms
1099 Forms (e.g., 1099-NEC, 1099-MISC, 1099-K)
Bank Statements or Proof of Self-Employment Income
Child Tax Credit Payment Info
1098-T Tuition Statements
Mortgage Interest Statements
(This is just a general guide please include any other relevant tax documents.)

MISSED APPOINTMENT POLICY:
If you miss your appointment, you will need to reschedule.

WHAT TO DO NEXT:

Email copies of your tax documents to bjtaxprofessionals@gmail.com before your appointment. (Put Your Name in the subject line)
Look out for a DocuSign or JotForm link to complete ahead of time.
Thank you for your cooperation, and we look forward to assisting you!
Before your upcoming tax appointment, is there any information you'd like to share regarding your tax situation? If so, please type it here.
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Appointment Request Form