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01. LIST OF HELPFUL DOCUMENTS

We are planning to include some helpful documents here. Please come back very soon.

02. PERSONAL INCOME TAX CHECKLIST

To assist me in preparing your income tax return, please follow the checklist. Your fully completed questionnaire helps me prepare your returns efficiently, in a timely manner and provides all the information that I need. It also acts as a checklist in asking the right questions, which will help me eliminate mistakes.
Your time and effort in completing this checklist is very much appreciated. If you are an existing client, you do not have to fill out the first section regarding your personal information, as you are already in my data base.
Download income tax checklist in PDF format