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The CRA and IRS require a clear photo of a government-issued ID to file.

 

Please upload an ID, such as a driver's license or passport photo page, along with your other documents.

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!

Personal Checklist

Corporate tax checklist

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

Corporate Checklist

USA personal tax checklist

For clients filing in America. You will find all necessary items and documentation to make the process as smooth and stress free as possible.

USA Personal Checklist

Tax event checklist

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

Tax Event Form

Forms and questionnaires

Personal onboarding form

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

Personal Form

Corporate onboarding form

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

Corporate Form
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