It's that time of year again. Spring means warmer days, flowers starting to bloom ... and tax time.
Once again it's 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 2023 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.
As always, please get in touch if you have questions or need further details.
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.
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