Engagement Pieces
- Privacy Policy
- Step by Step With AET
- Engagement Letter-Tax
- Audit Assist Policy
- FBAR Client Acknowledgement
- T1135 Client Acknowledgement
- Streamlined Client Acknowledgement
- Value Add Service Bundles
- Pricing – US Returns
- Pricing – Canadian Returns
Client Worksheets
- FBAR Worksheet – Multiple Years
- FBAR Worksheet – Single Year
- T1135 Worksheet
- Business Worksheet
- 8858 Worksheet
- Home Office Worksheet
- Rental Worksheet
- Vehicle Expense Worksheet
- Medical Travel Worksheet
- Foreign Entities Document List
Client Organizer Questionnaires
- US 1040 Return
- US 1040NR Non-Resident return
- US 1040NR Non- Resident Return – Gambling
- Canadian Return
- Canadian Return – Joint
- US 1040 and Canadian Returns
- US Simplified
- Canadian Simplified Questionnaire
General Information
- Welcome to 2023
- FBAR Quicksheet
- Comparison of FBAR and Form 8938
- FBAR Exchange Rates CAD-USA
- T1135 Quicksheet
- Streamlined Quicksheet
- US Tax Basics for Canadians
- US Return Basics
- US Citizen Basics
- US Dependent Basics
- CRA and Rental of NRs Quicksheet
- PFIC Quicksheet
- US Gambling FAQ
- Expatriating From the US
