2022 Tax Season
GOVERNMENT CONSENT FORMS (Note - this is processed through HelloWorks which is a subsidiary of Dropbox)
- Individuals - CRA
Trusts - T3 Engagement Letter (click here)
Upload documents to our secure server - HERE!
Personal Tax Season
VIEW OUR 2022 TAX SEASON MAILOUT HERE
READ OUR TAX SEASON UPDATE NEWSLETTER
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
- Sign 2022 Canadian Engagement Letter
- Download T1135 Letter
- Download Sole Proprietorship (T2125) Client Input Form (excel) - you can view an example here
- 2022 Work From Home Webform (Download PDF Version here)
American Tax Documents
- Sign 2022 US Engagement Letter
- FBAR/FINCEN Information Sheet (excel)
- BSA E-Filing System for FBAR forms
Underused Housing Tax (UHT)