Following are some downloads that you may find helpful:

Person with box of recordsClient 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

CGA Tax Tips & Publications