RESOURCES

FORMS & CHECKLISTS

Whether you’re new client, completing your returns remotely or just need help to prepare your documents for your appointment.  Here are a selection of our most popular forms and checklists.  If you live in a remote community you can email us directly for a copy of our community tax return form.

Individual client form
Business client form
Rental Property checklist
Tax Return prep checklist

The realities of insuring against cyber crime

The realities of insuring against cyber crime

Think your business is too small or that your data and information isn’t important enough to be targeted by hackers? Think again. Much of our communication, be it personal or businesses-related, has increasingly moved online in the last two decades, and continues to...

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