Your tax return made simple!

Working out your tax return should be stress-free – Williams, Edwards & Findlay can help you minimise your tax so you can spend your time doing the things you love! Before you come in to see us at tax-time, download our tax return checklist below, to ensure you bring everything we need to complete it quickly and easily for you! The checklist will also guide you through the tax documentation process.

Checklist for individuals
Checklist for small businesses

Receive your FREE Financial Health Check!

As part of our total financial service to clients, we’d like to offer you a FREE initial assessment* of your financial situation.

All you have to do is complete the Initial Financial Report Questionnaire and mail it to us, or bring it with you when you visit us at tax-time. If there are any areas of your finances that need attention, we will contact you to make an appointment.

Williams, Edwards & Findlay's offices are open: Monday – Friday, 9:00am - 5:00pm.

Contact us today to make an appointment to come in and see us!

The above files are in PDF format and require Adobe Acrobat Reader to view.

*Note: this free initial assessment pertains to our financial planning services. It does not include tax and accounting services.

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