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