2020 Tax Season
CRA CONSENT FORMS (Note - this is processed through HelloWorks which is a subsidiary of Dropbox)
Trusts - T3 Engagement Letter (click here)
Upload documents to our secure server - HERE!
Personal Tax Season
VIEW OUR 2020 TAX SEASON MAILOUT HERE
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office.
- Complete Client Tax Organizer WebForm (Encrypted and you can save your progress)
- Download "Classic" Client Tax Organizer
- Complete Estate Planning Form (Encrypted and you can save your progress)
Canadian Tax Documents
- Download 2020 Canadian Enclosure Letter
- Sign 2020 Canadian Engagement Letter
- Download T1135 Letter
- Download Sole Proprietorship (T2125) Client Input Form (excel)
- 2020 Work From Home Webform (Download PDF Version here)
American Tax Documents
- Download 2020 US Enclosure Letter
- Sign 2020 US Engagement Letter
- FBAR/FINCEN Information Sheet (excel)
- BSA E-Filing System for FBAR forms