Downloads
Following are some downloads that you may find helpful:
Client Tax Questionnaire & Checklist
- Personal Tax Organizer (Fillable) – This comprehensive organizer will help you gather the information needed for our firm to prepare your personal income tax returns (both U.S. and/or Canadian).
- Bookkeeping Checklist – This list contains most of the items required to prepare your bookkeeping on a weekly, monthly or annual basis.
- Corporate Year-End Checklist – This list contains many of the items required to prepare your corporation’s income tax return and financial statements.
