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Let's get started!

We look forward to meeting you and supporting your accounting needs.  Below you will find information for individuals, business and rentals to get you started, These information sheets will outline what information is required for me to get started on your accounts. 

Please fill in and attach the 'Annual Engagement Form'  when giving me your account records to work with.  

Information for Individuals 

Information for Businesses

Information for Rental Properties 

Annual Engagement Form

Frequently asked questions & answers

Coming soon!

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