Client Forms

formsTo assist us in servicing your requirements, please complete the appropriate Client Information Record by selecting a link below. All information is strictly confidential and only used for servicing you as a client.

Click a link to download the form to print and submit

Client Information Record - Corporations
2019 Personal Tax Pricing Agreement

Forms for Ongoing Clients

Client Information Record - CorporationsClient Information Record - Sole Proprietor
Tax ChecklistStatement of Employment Expenses

Client Information Record - CorporationsClient Information Record - Corporations
Statement of Self-Employment
HST Registered
Statement of Self-Employment
NOT HST Registered

 

For New Clients Only

If you have previously submitted your details there is no need to do it again unless there have been significant changes since the last time you completed the form.

Click a link to download the form to print and submit

Client Information Record - Sole Proprietor
New Client - Personal Tax Information Form

Client Information Record - Corporations Client Information Record - Corporations
Corporations Sole Proprietors

 

Contact Us Today

Our Address:
266 Alex Doner Drive
Newmarket, ON
L3X 1H3
Hours - Monday to Friday 10 to 5

Phone: 905-251-4868

S5 Box

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