Worksheets
We have developed a large range of worksheets to help you get organized and to keep you informed. Please download any of the following whenever you need them.
Getting Prepared - Download now to get organized
- What to Mail for Your Personal Tax Appointment
- What to Bring to Your Corporate Return Appointment
- What to Bring to Your Estate Return Appointment
- What to Bring to Your Financial Planning Appointment
- Determination of Need to File
- Records to Keep
Professional guidelines and self employed worksheets - Select the worksheet(s) you need to prepare your tax return, send us your name and email and we'll email the worksheets to you. Worksheets are available only to our current clients and new clients who have scheduled an appointment.