Personal Tax Resources

To facilitate a seamless tax preparation experience - we have prepared comprehensive checklists and worksheets for rental income & expenses, self employment income and expenses, and/or employment expenses which outline the essential documents and information we require to accurately complete your income tax filings, as well as listing of all possible business expenditures. All worksheets are PDF Fillable or can be printed, filled out, scanned and included with your documents.  Click the links below to access.

Personal tax checklist

Employment expenses worksheet

Rental Income worksheet

Self-employment worksheet

Possible business expenses