Tax Checklists

We offer number of tax checklists that assist with personal tax preparation for our existing clients. We have strong commitment to ensure our existing clients receive the highest quality of professional services, which means that we may not have the capacity to take on new personal tax clients. For best results, engage us long before the due dates.

For 2024 tax season, we are not accepting new clients

Personal income tax checklists.
This checklist will help you and your family organize all the relevant information for your 2024 personal tax filing

Rental income and expenses:
If you have rental income and expenses, please complete the attached sheet

Self employed income and expense tracking
For self employed individuals, use the attached checklist

Returning clients information update.
This information sheet helps recapture and update your personal and family situation

Employment expenses T777/T2200
If your employer has provided a form T2200, you may be eligible to claim certain employment related that have incurred from your personal accounts.