General (Click on picture to open form)

Upload tax documents

Pay your invoice

Individual Client CRA Authorization Form (Electronic Signature)

New Client Interview Form

Existing Client

Interview Form

Rental Income / Expenses

New Housing HST Rebate

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Individual Clients (Click on picture to open form)
Business Clients (Click on picture to open form)

Corporation / HST Client CRA Authorization Form 

(Electronic Signature)


Interview Form

Corporate Tax Return Prep Checklist

New Business Registration 

Ride Sharing Business (Uber / Lyft)

Business Expenses (Not captured on Business / Corporate Credit Card)

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