The 2018 personal tax questionnaire and checklist is designed to assist you in gathering the documents and information necessary for the preparation of your 2018 tax return.
Tax Questionnaire 2018 Tax Questionnaire and Checklist
New for 2018: Our PDF fillable 2018 tax organizer, please click on link and download.
In order that we may prepare your 2018 personal income tax return on a timely basis, please accumulate your receipts and bring them to our office as soon as possible. Your prompt attention will allow you to collect any refunds early or plan the payment of any tax that is due on April 30, 2019.
We recommend that you review your prior year’s income tax return in order to familiarize yourself with the information required to prepare your 2018 income tax return.
We will be returning all material provided when your return is completed and a full version of your income tax return. A PDF copy of your tax return is available upon request.
As was our practice last year, we will telephone you when your return is complete. At that time, we will inform you of the fee involved, and we would greatly appreciate payment when you collect the return. As an additional payment option, we accept VISA, MASTER CARD and E-TRANSFERS for personal income tax returns.
Should you have any concerns or questions, or wish to arrange a meeting to discuss your income tax affairs, please do not hesitate to contact us as soon as possible. To schedule a meeting please click Schedule an appointment