Client Checklists

When we prepare annual financial statements and tax returns, our client checklists aim to make life easier for both our clients and for us by providing a starting point of what we need from our clients

Below are our current client checklists for businesses and individuals.

2019 Client Checklist - Business

2019 Client Checklist - Individual

2018 Client Checklist - Business

2018 Client Checklist - Individual



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