Document Library

Welcome to the Document and Form Library

Here you can find, print and download the resources you need, when you need them.

Detailed Tax Tips & Traps personal income tax return checklist:


Short form personal income tax checklist for returning clients:


Comprehensive personal income tax checklist for new and returning clients:


Checklist to assist executors in compiling income tax information:


Authorization/Cancellation Request Form


Working From Home Tax Deductions Decision Tree


Direct Deposit Instructions & Form