Client Resources

Before we prepare your tax return and financial statements, we ask our clients to complete an annual questionnaire. This is a great way to ensure that you are providing us with all the information we will need. We also issue a letter explaining our role as your accountants and the terms of our engagement. Please download a copy of our Terms of Engagement along with the Checklist questionnaire(s) that is relevant to you:

2018 Engagement Letter

2018 Financial Statement Checklist

2018 Personal Tax Return Checklist

2018 Rental Statement Checklist