Tax Preparation Tools
Personal Tax Tools
In this section, you can find personal checklists and intake forms that will help you prepare to send us your tax documents.
Yearly Client Intake Forms
New Client Intake Forms
Working from Home Subsidy
You can use this worksheet to determine which working from home subsidy you qualify for.
How to Determine if You are Common-Law
If you are trying to figure out if you would be considered common-law, click here.
Disability Tax Credit Form
Corporate Tax Tools
In this section, you will find helpful corporate tax forms and spreadsheets.
Corporate Tax Checklist
Training Worksheets
Consent Forms
Estate Tax Tools
In this section, you will find useful forms related to Trust/ Estate taxes.