Client Resources

SECURE FILE TRANSFER:

<– Click on the e-courier symbol to send us your tax documents securely.

Clark Trowsdale LLP is committed to the electronic privacy of our clients. 

DOWNLOADS:

Download and complete the 2023 Tax Questionnaire.

Include a completed copy with your 2023 tax information. 

2023 T1 Questionnaire

For existing and new clients

New Client Questionnaire

Additional for new clients only

Download the 2023 Personal Income Tax Checklist.

Review new tax announcements and examples of tax documents needed to prepare your tax return.

2023 Personal Income Tax Checklist