For clients
Tick it, gather it, send it!
Download a checklist, tick off what you have, and send it our way. Not sure if something applies? Send it anyway and we'll sort it out.
Personal tax document checklist
The slips and receipts to gather for your 2026 tax return (filed in 2027).
Please also complete our Personal Tax Questionnaire.
Business expenses checklist
Common business expenses to think about. Tick the ones that apply to you.
Questions?
Call us at 778-887-4664 or email info@coastmountainaccounting.com. We're happy to help.