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  • PERSONAL INFORMATION

  • All clients please complete the following....

  • We know that if you have been a past customer of ours, you have already completed this list in the past.  But for our records, we are requesting that this form be completed on a yearly basis so we can update any changes to your file.

    Thank you! 

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    Pick a Date
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  • Marital Status

    PART 2
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    Pick a Date

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    Pick a Date
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  • GENERAL INFORMATION

    PART 3
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    Pick a Date
  • INCOME INFORMATION

    PART 4
  • Self-Employed

  • Please note that there will be an additional fee of $75 for completing the T2125 (small business), T2121 (for fishermen), T2042 (for farmers) or the T2200.

    Note that if you do not have a summary of your income and expenses, there will be an additional fee for compiling the information.  We call this the "Shoebox Bookkeeping" fee.  

  • Property Rental

  • Please note that there will be an additional fee of $75 for completing the T776 for rental properties

  • Truck Drivers

  • Please note that there will be an additional fee of $75 for completing the TL2 for truck drivers

  • Pension Splitting

  • Miscellaneous Information

    Part 5
  • Vehicle Information

    This will help you gather the information you need for claiming motor vehicle expenses
  • TAX CREDITS

  • MISCELLANEOUS

  • Final Questions......

  • Should be Empty: