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Client Checklists In order to help our clients reduce their professional fees to a reasonable minimum, we have provided the following checklists: Small Business Accounting checklist (for year-end) Business year-end checklist (PDF) Personal Tax return checklist (PDF) If you check off the items you believe apply, and bring your receipts and other documentation with you, it will help reduce our work and your fees for your business's financial statement and/or tax return preparation. Home | Services | Staff | Clients | Classroom | Client Forms | Careers | Privacy Policy News | Checklists | Newsletter | Contact Us News The Canada Revenue Agency revokes the charitable status of The Children's Emergency Foundation Important dates for Businesses Everything students need to know about taxes New Rules on Withdrawals from Locked-In Retirement Savings Accounts Simply Accounting Conference CRA Issues Warning on Mail Scam More News