2024 Tax Season

GOVERNMENT CONSENT FORMS (Note - this is processed through Dropbox)

• Individuals - CRA

Trusts - T3 Engagement Letter (click here)

Upload documents to our secure server - HERE!

Personal Tax Season

VIEW OUR TAX SEASON ePACKAGE EMAIL

VIEW OUR TAX SEASON UPDATE LETTER 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) 

Canadian Tax Documents

• Sign Canadian Engagement Letter 
• Download T1135 Letter
• Download Sole Proprietorship (T2125) Client Input Form (excel) - you can view an example here

American Tax Documents

• Sign US Engagement Letter
• FBAR/FINCEN Information Sheet (excel) (you can try the encrypted interactive form here)
• BSA E-Filing System for FBAR forms