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Client tax organizers

A tax organizer can facilitate the process of pulling together your tax information.  It allows you to either complete the form electronically or print out and enter your information manually.  Simply bring the completed tax organizer to the office for your scheduled consultation.

Client Tax Organizer (Prior Years) 
This tax organizer is designed for new clients who need to file 2017 or earlier tax returns.  It can be printed out and completed manually.

Client Tax Organizer 2018 (Word Version) 
This tax organizer is designed for new or returning clients who need to file a 2018 tax return.  This organizer can be completed and saved electronically.

Client Tax Organizer 2018 (PDF Version) 
This tax organizer is designed for new or returning clients who need to file a 2018 tax return.  It can be printed out and completed manually.

Calendars and other resources

Events Calendar
The interactive calendar highlights federal and province tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

Quick Reference Charts
These convenient charts provide current "at-a-glance" information about tax rates applicable to individuals and businesses.

CRA Tax Forms and Publications Library
Looking for a federal tax form? Browse this online tax forms library to find downloadable CRA forms. The forms are presented in PDF format and are acceptable for filing with the CRA. You may also choose from dozens of helpful tax publications developed by the CRA to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.