CHECKLISTS
&
FORMS

Here you will find all of our tax checklists, onboarding forms, and important dates/timelines.

Checklists

Personal Tax checklist🍁

This is our personal tax checklist for all Canadian clients. If you are unsure or lost on what you need next please consult this form!

Corporate tax checklist

For all corporate tax clients this checklist will help you gather and keep track of all your important documentation.

USA personal tax checklist

American clients should use this checklist for all necessary items and documentation to make the process as smooth and stress free as possible.

Tax event checklist

If you have or will have any changes this year that might affect your taxes, please submit them using this form

Forms and questionnaires

Personal onboarding form

Submit all your needed personal onboarding information through this secured form here.

Corporate onboarding form

If you are a new corporate client please submit requested onboarding information through this secured form.