Find Us

  (519) 763-2268

  (519) 843-1050

Guelph Office: 30 Norwich Street East - Guelph, ON - N1H 2G6

Fergus Office: 265 Bridge Street, Unit #3 - Fergus, ON - N1M 1T7

Client Resources

Client Portal

For client resources please visit our client portal by clicking on the link below:

LogoCurtis-Villar Client Portal

 For new users to the client portal - in order to make this secure option available to you please follow the instructions below:

  1. Register for the client portal using the link provided to you by our firm.
  2. Please download the CASL form and sign. For this form please click here: CASL Form
  3. Please return this form to us by uploading it to your personalized client portal. This will be your first upload to us and will activate the portal. 

 If you have any questions regarding this process please contact information provided in your registration email.

Troubleshooting with Client Portal:

If you are having issues with accessing the client portal please follow the step-by-step instructions by clicking here.

Should you continue to have issues please contact our office so we may assist you.

 

Personal Tax Organizer

Tax season has arrived! Please follow our Personal Tax Organizer to help you prepare and collect the required information for preparing your tax return.

We have retired our previous fillable pdf organizer with an improved interactive one. The questions will change depending on your responses, and personalize to you. Once you have submitted the organizer, you will receive an email summarizing your responses. You can use this to collect your information. We do not need a copy of your responses, as we receive them too.

As in other years, you may find that you are waiting on several institutions for their trust information, investment slips, etc. Even if you do not have all of your slips, you still have to file by April 30th. If you file late and have a balance owing, you will be subject to a late payment penalty and interest each month that your return is late.

You should receive all your tax slips by the end of March, and if you know you are missing one, contact the issuing company and have a new one sent to you.

While you are waiting for the missing slips, please bring us the information that you have received. We will start your tax return for you and add in the missing information as it becomes available.

 

 

Personal Tax Worksheets 

For individuals would like additional guidance in collecting their personal tax information for submission to us, please see our worksheets below. These are not required, but have been provided to help our clients collect specific information for tax preparation purposes. 

 

Business Statement Worksheet                                                                                                Rental Statement Worksheet                                                                                                

Commissioned Employee Worksheet                                                                                   Home Office Expense Worksheet                                                                                             

Vehicle Expense Worksheet

 

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