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Downloads for Personal Income Taxes

Here you will find a number of resources to assist you in submitting your income tax information to us in an organized and efficient manner. These are the same documents that we send out to our clients at the beginning of each income tax season. If you have any questions, please do not hesitate to contact us.

Canadian Income Taxes

Welcome Letter for 2017 – Information about our tax preparation process and what’s new for this tax season.

Engagement Letter – Please return a signed copy of our engagement letter to allow us to prepare your taxes.

2017 Tax Checklist – A helpful form to assist you in putting together your income tax information.

T1135 Supplementary – Have foreign property in excess of $100,000? We’ll need this info to prepare your foreign asset disclosure(s).

U.S. Income Taxes

Welcome Letter for 2017 – Information for US Tax filers about our tax preparation process and what’s new for this tax season.

Engagement Letter – Please return a signed copy of our engagement letter to allow us to prepare your US taxes.

U.S. Tax Checklist – Our income tax checklist for our clients with US tax filing requirements.