Client Tax Packages

A copy of the federal tax return questionnaire will be uploaded to your portal by your contact at the firm. In addition to this questionnaire, you may be required to complete the following additional forms based on your facts and circumstances.

Please use the links below to download the checklist or questionnaire that applies to your situation:

Canadian tax return filing:

• If you need to file a Canadian tax return, please click here: Canadian Tax Package

US tax return filing:

• If you are a resident of Vermont, please click here: Vermont Checklist

• If you are a US citizen residing outside of the US, please click here: Living Abroad Questionnaire

• If you are representing a business, please click here: Represent a Business

• If you are representing a Trust or Estate, please click here:Trust or Estate

• If you are a non-US citizen and a non-US resident, please click here: Non US Citizen and non-US resident

• If you are required to file an FBAR, please click here: FBAR