Please download and complete these forms prior to our meeting with you.
This will ensure we spend our time together best helping you with your financial future.
- 2020 Tax Checklist
- 2019 Tax Return Information Form
- 2020 Rental Property Checklist
- 2020 Investment Information Form
- 2020 Motor Vehicle Information Form
Your rights and our responsibilities working together
- Individual Terms of Engagement (Excel)
- Clients’ Rights & Obligations under the Taxation Law (Excel)
- Deduction Substantiation Requirements (Excel)
- Work Related Deductions – some of the rules explained (Excel)
To streamline the process upload your documents prior to the meeting.
Upload Your Documents
If you haven’t already
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