To help us better help you, please fill out our Client Questionaire:
To do Income Tax business with us, we also ask that you complete this form:
For your Personal Income Tax organization we have online ‘fillable’ documents for your use:
- Self Employment Summary Form (PDF)
- Employment Expense Summary Form (PDF)
- Rental Income Summary Form (PDF)
- Personal Income Tax Checklist (PDF)
For your convenience we have provided a Credit Card Authorization form that is ready to be filled out. Once completed and signed please FAX a copy to our office at 604.465.1936. Please Do Not email this form to us. You can however take a picture of the signed form with your Smartphone and upload that to your Sharefile Account using our secure Client Portal. If you do not already have an Client Portal Login, please contact us and one can be set up for you right away.