Client Resources

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Client Resources

Employment Expense Worksheet

A worksheet that can be used to assist you in summarizing your employment expenses.

Click here to view.

Extended Stays in the US – Information Sheet

An information sheet for our clients that reside in the U.S. for extended periods of time.

Click here to view.

Home Office Worksheet

A worksheet that can be used to assist you in summarizing your home office expenses.

Click here to view.

Personal Tax Checklist

A checklist that can be used to assist you in assembling your personal tax information.

Click here to view.

Personal Tax Information Sheet

An information sheet for our personal tax clients.

Click here to view.

Rental Income Worksheet

A worksheet that can be used to assist you in summarizing your rental income and expenses.

Click here to view.

Self-Employment Income Worksheet

A worksheet that can be used to assist you in summarizing your self-employment income and expenses.

Click here to view.

T1135 Information Sheet

An information sheet for our clients that own specified foreign property.

Click here to view.

US Personal Tax Checklist

An information sheet for our U.S. tax clients.

Click here to view.

Vehicle Expense Worksheet

A worksheet that can be used to assist you in summarizing your vehicle expenses.

Click here to view.