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Resources

Access resources for current and prospective clients, including engagement letters, forms, checklists, and more.

Current Forms and Resources

2024 Individual Income Tax Checklist
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2024/2025 Services Request
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2024 Tax Planning Survey
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Past Forms and Resources

2023 Individual Income Tax Checklist
Open Form
2023 Tax Planning Questionnaire
Open Form
2023 Financial Year - Terms of Engagement
Open Form
2022 Financial Year - Terms of Engagement
Open Form
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