Resources
Income Tax Organizer
A fillable or printable PDF form to collect your personal information and help you assemble your tax documents.
Rental Property Data
An Excel worksheet where you can record typical rental property revenues and expenses.
Mileage Log Worksheet
An Excel worksheet to record milage for a sole proprietor or employment-related expenses.
Read Our Blog
Tax updates - new policies and programs, helpful links, and some uncertainty! What’s new for 2024 personal taxes? There has been quite a lot of tax uncertainty this year again! We have compiled a short list of issues that could affect our clients’ 2024 personal income tax filings, for your information. Some of this is good news! Please have a quick read and see what might apply to you, so that you can discuss with your tax preparer.
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