Welcome New Clients

A lot can happen in a year.  The purpose of this personal tax organizer is to assist your review of 2025 and gathering of the information and supporting documents we need to complete your personal income tax return accurately and efficiently.  Please complete the following sections to the best of your knowledge, and if you have any questions, please contact C Russell via phone or inquiry at www.nuanceaccounting.ca.  Note: this personal tax organizer is intended for Canadian resident taxpayers only, and information on provincial credits has been excluded.  

Process for New Clients

1. When you complete the questionnaire your project in Financial Cents will be created
2. You will receive a copy of the completed questionnaire sent to your email after submission
3. Save the copy of the questionnaire
4. The following day you will receive an email task from Financial Cents to upload the questionnaire and documents to process your personal return - check your spam/junk folder if you do not see it in your email inbox
5. Nuance will check-in with you when work begins on your return - again, check your spam/junk folder