At Crowe BGK, we take pride in making things easier for our clients. We are pleased to inform you once again of a handy tool that can ease the stress of tax time.
Please find below hyperlinks to our Personal Tax Checklist to assist you in accumulating all required information for your 2018 income tax returns. The checklist may also be used by other family members for whom we prepare income tax returns.
All you need to do is:
1. Download the Personal Tax Checklist by clicking here
2. Save it on your desktop
3. Fill out the required information and print the form before closing
4. Scan and attach the checklist to an e-mail and return it to us at firstname.lastname@example.org. You can also fax it our Montreal office at (514) 908-3630 or to our Ottawa Office at (613) 836-8338.
It’s that easy!
If you are a U.S. resident (whether a citizen or a green card holder), or a non-resident with income from a U.S. source, you may have to file a U.S. tax return. If so, we have three U.S. Tax Checklists available for you.
1. FBAR information (2018)
2. 2018 Tax Return Organizer (1040)
3. 2018 Tax Return Organizer (1040NR)
Should you have any questions regarding the checklist or any other tax matters, do not hesitate to contact us.