CLIENT RESOURCES

 Explore the links below to access our forms and other resources tailored to support your bookkeeping and tax needs. Whether you’re a new client, onboarding a new employee, or updating your information, you’ll find everything you need right here.

 

Personal Tax Intake

Ready to file your taxes or update your existing information?
Please fill out our personal tax intake form below!

New Employee Package

If you're a new employee at one of our client organizations,
please complete the New Employee Package below!

Subcontractor form

Need to submit your subcontractor details for T4A or T5018 reporting?
Please fill out our subcontractor form here!

Personal Information Request

Have you been asked to provide us with your personal details?
Please use this form to securely send us your information.