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Tips & Reminders



We have a number of forms, checklists, etc., which we provide to our clients. Please feel free to download and/or copy them as appropriate - especially if a hard copy was not received or cannot be found. All are provided in Adobe Acrobat PDF format. This is a cross-platform format which requires the Acrobat Reader which is probably already loaded on your system as it is very common. If you don't have it yet, it is available for free at Adobe's website.

Engagement letter for individuals, U.S. - tax work only

Engagement letter for individuals, Canada - tax work only

Engagement letter for trusts - tax work only

Engagement letter for non-individuals - tax work only
(Corporations, Partnerships, Non-Profits, etc.)


Individuals: U.S. tax preparation checklist

Individuals: special Vermont tax preparation checklist

Individuals: Canada tax preparation checklist

Trusts and Estates: tax preparation checklist

Business Entities (all types): tax preparation checklist

Year-end Letters:

Individuals with U.S. filing responsibilities

Individuals with Canadian filing responsibilities

Business entities with U.S. filing responsibilities

Trusts and Estates with U.S. filing responsibilities

Foreign (Non-U.S) Financial Account and Asset Disclosure