Tax season is upon us and it is once again time to gather and send us your personal tax information. To assist you, our Personal Tax Organizer and Schedules are designed to provide guidance as to the information we require to prepare your 2024 personal tax returns.
When your files are ready, we request that you send them to us via our client portal, or in a manner that is most convenient for you, along with the completed Personal Tax Organizer(s) and applicable Schedules.
The information contained in this publication is of a general nature and is not intended to address the circumstances of any particular individual or entity.
Accordingly, the information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers.
While we endeavour to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future.
Again, no one should act upon any information contained herein without seeking appropriate professional advice after a thorough examination of their particular situation.
Related Content
