2019 Tax Season
Client Tax Organizer
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.
Canadian Tax Documents
- Download 2019 Canadian Enclosure Letter
- Sign 2019 Canadian Engagement Letter (or Download 2019 Canadian Engagement Letter)
- Download Estate Planning Information
- Download T1135 Letter
- Download Sole Proprietorship (T2125) Client Input Form (excel)