Personal Tax Preparation Questionnaire

There are some areas of personal taxation that require industry-specific specialized knowledge. Please review these items below to help us discover the most efficient way to help you. Please, answer YES or NO on all of the following questions.

Do you have Foreign Employment or Pension Income (Income earned from working in another Country; or receiving a Pension from working in another Country)?

Yes No

Do you have Foreign Property (including cash, property, and investments) valued over $100,000CND?

Yes No

Have you declared personal bankruptcy in the last 2 years?

Yes No

Are you preparing a tax return for an individual who has passed away in the calendar year?

Yes No

Do you have income less than $35,000 for 1 person or $45,000 for 2 people in your family?

Yes No

Personal Tax Return Preparation

Personal Tax Preparation Questionnaire