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Tax Resources

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.

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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!

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corporate tax checklist

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

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Tax event checklist

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

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