Personal Returns with

Real Estate Rental(s)

Effective July 2020, we are only accepting and preparing income taxes virtually.

Returning clients, you may upload to your SmartVault from the client access page.

New clients, or new to uploading, please contact us for any questions you may have.

 

If you have real estate rental properties then this is the page for you.

FORMS

 

Tax Checklist.  Please complete this form to ensure that you have not missed any slips or deductions and to ensure we have all of your current information on file.

  • Final Tax Checklist

Contact us to Send you the Required Forms...

  • Real Estate Activities - Contact us directly to send you this online fillable form.

Other forms you may need...

 

Contact us should you need the following forms...

  • Moving Expenses

  • Medical Expenses (more than 5 receipts to submit)

RECORD KEEPING

 

This is for your own use and does not need to be submitted