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.

Tax Guides & Record Keepers

• Your Personal Tax Planning Guide 2011-2012

• Automobile Expense Record

CGA Tax Tips & Publications

• CGA Tax Tips for Students

• CGA Becoming an Executor

• How to Conduct a Meeting

• Record Keeping for Not-For Profit Organizations