What to bring to your appointment

If you think an item not listed here may be helpful to us, please bring it with you to your appointment.

For first-time clients

Common tax documents

Expense statements

Completed tax forms

Purchases and sales documents

Property tax documents

Applicable tax documents

See more frequently asked questions

Contact us

Visit our office in Old Farm Executive Park just west of Costco

Click on the map to get directions from your current location. Note that our office is not visible from Grant Road. It is located in Old Farm Executive Park, as seen in the map.