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CLIENT INFORMATION FORM & PERSONAL TAX CHECKLIST

We want you to be as prepared as possible when filing your personal taxes. To help make the process smooth and stress-free, we’ve provided comprehensive checklists outlining the forms and slips you may need.

Please download and complete the checklists below, and include them along with your personal tax documents when submitting your files. Be sure to also complete and include the Client Information Form, as it is required for processing your return accurately and efficiently.

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