2021 Tax Season has arrived!

For all of our existing clients, you will have received the below copies digitally or via mail. If you find you need a new form to submit your 2021 tax returns please select the links below.

New client? Please speak with one of our Client Excellence Coordinator’s today to orchestrate sending us your 2021 Tax Package by contacting our office today - see here for contact details.

Please note, all of the forms below are able to be digitally filled out, saving you printing and scanning time!

2021 Tax Envelope 

All of our clients need the tax envelope filled out for us to efficiently handle your tax returns. Select here to get your copy today.

2021 Contract for Services

Our annual Contract required signing by all individuals we are handling Income Tax preparation for. Select here to access.

Broker Consent

Do you deal with a broker to invest and want us to speak direct to them on your behalf? This form is for you if so, select here to fill out this form.

Donation Summary

Claiming donations this year? Attached here is a form that you can fill out pro-actively that summarizes all eligible donations we will be claiming for you. Please review the notes on this form to fill out appropriately. 

Medical Summary

Cant get a list from the pharmacy with the listing of all prescriptions, or have additional medical expenses you are claiming this year? Attached here is a form you can fill out to summarize your medical expenses to be claimed for the 2021 year.