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Not sure what you need for your taxes? We provide checklists here to guide you through everything you need to send us. Just pick the one that applies to you and follow the steps!

Resources

Using our personal tax services from the US? This form is for you

New York Office
Canada

All CAD customers for personal taxes should use this checklist for guidance!

Organizing everything for your businesses taxes can be daunting, this checklist will help break down exactly what you need

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