Forms

Required Personal Tax Forms
2018 NEW CLIENT INFORMATION SHEET
and/or
2018 RETURN CLIENT INFORMATION SHEET

2018 HEALTH INSURANCE QUESTIONNAIRE

2018 PERSONAL ASSISTANCE ASSURANCE FORM

2018 PERSONAL TAX ORGANIZER

2018 S.O.U. & ENGAGEMENT LETTER

2018 BUSINESS TAX ORGANIZER *required if you are self-employed & cannot provide a PROFIT & LOSS*

2018 RENTAL PROPERTY WORKSHEET *required for each rental property you are claiming*

Required Business Tax Forms
2018 CORPORATION INFORMATION SHEET

2018 CORPORATION ASSISTANCE ASSURANCE FORM

2018 BUSINESS TAX ORGANIZER *required if you cannot provide a Profit & Loss*