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Resources

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Clients

New client submission form & existing client portal

If you're a new client - welcome! Below is a direct link to a form for you to fill out. Please e-mail me should you require any assistance. 

Personal use

Tax form checklist & Business use of home checklist

Below is a checklist for you to use for your personal tax return and another checklist if you worked from home and need to declare it. Please e-mail me should you require any assistance.

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Business resources

Business resources below

Below is a checklist for rental income or loss & a checklist for business activities

Self-employed resources

Self-employed resources below

Below is a checklist for motor vehicle expenses if you are/were self employed for the tax year.

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