1. Your Checklist

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Appointment Checklist

To help your appointment go smoothly, we’ve created a checklist of documents and information to bring. Marking everything you need and reviewing this ahead of time ensures nothing is missed.

⬇ Download Checklist (PDF) ⬇ Preview & Print Checklist

2. Your Applicable Forms

Depending on your situation, you may need to complete one or more of the following forms. Please print, fill out, and bring any that apply. Fill them out to the best of your ability.

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πŸ“„ Capital Gains Form
Download PDF Preview & Print
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πŸ“„ Employment Expenses Form
Download PDF Preview & Print
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πŸ“„ Medical Form
Download PDF Preview & Print
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πŸ“„ Moving Expenses Form
Download PDF Preview & Print
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πŸ“„ Rental - 100% Rental Form
Download PDF Preview & Print
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πŸ“„ Rental - Principal Residence Form
Download PDF Preview & Print
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πŸ“„ Rideshare Form
Download PDF Preview & Print
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πŸ“„ Small Business (HST) Form
Download PDF Preview & Print
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πŸ“„ Small Business (No HST) Form
Download PDF Preview & Print
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Contact Us

Have questions or want to schedule an appointment? Reach out to us using the information below.

  • Address: 49 Essa Rd Unit 1, Barrie, ON L4N 3K4 We are the big green building across from the Circle K Gas Station
  • Phone: (705) 721-1084
  • Email: [email protected]
  • Hours: Mon–Fri 9:00 AM – 5:00 PM
  • Tax Season Hours: Mon–Sat 9:00 AM – 7:00 PM Tax season typically runs from February to the end of April.