Tax Checklist Request Tax Preparation Services Please provide your information bellow to receive a Tax Preparation Checklist. Valid email address and phone number are required. They will be confirmed before the checklist is sent. Step 1 of 2 - About the service 50% What type of Tax Return do you need?* Personal/Family Tax Return Self-employed/Rental Tax Return Corporation Tax Return For what fiscal year do you require the service* 2021 2020 and/or prior years Previous Tax Years 2020 2019 2018 Older First And Last Name* First Last Job Title* Email Address* Enter Email Confirm Email Phone Number*How do you prefer to transmit/receive your documents?* Online/Clients Portal By mail or email Require Pickup/Drop-off Service NameThis field is for validation purposes and should be left unchanged.