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CHECKLISTS
&
FORMS

When it comes to handling your business or personal services the amount of documentation can sometimes be overwhelming. Here you will find all of our tax checklists, onboarding forms, and important dates/timelines.

checklists

1 

US personal Tax checklist

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

US Personal Checklist

3

corporate tax checklist

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

Corporate Checklist

2

Cad 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!

CAD Personal Checklist

4

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 questionnaire

1

personal questionnaire form

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

Personal Form

3

Bookkeeping onboarding

If you are a new bookkeeping client this form here will give us all the information we need to get you started.

Bookkeeping Form

2

Corporate questionnaire form

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

Corporate Form
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