Forms
Careers
Client Login
330 Bay Street, Suite 1400, Toronto, ON M5H 2S8
647-725-2537
Schedule Consultation
Skip to content
chartered professional
accountants
Home
Industries
Industries
Business Consultants
Chiropractors
Dentists
Doctors
Lawyers
Real Estate
Small Business
StartUps
Services
Services
Personal
Personal Tax Returns
GST/HST Housing
Tax Credit
Corporate
Corporate Tax Returns
Cloud Accounting Services
Incorporation
SR&ED
Bookkeeping
Financial Statements
Professional Corporation
Outsource Bookkeeping
Virtual Bookkeeping
Advisory
Valuation
Litigation
Estate Planning
Forecasting & Budgeting
Blogs
Tools
Burn Rate and Cash Runway Calculator
DSO Calculation Formula
Ebitda Calculator
SR&ED Tax Credit Calculator
Forms
Careers
About Us
Toronto
North York
Scarborough
Mississauga
Oakville
Burlington
Markham
Richmond Hill
Brampton
Vaughan
Kelowna
Delta
Coquitlam
Maple Ridge
New Westminster
West Vancouver
Surrey
Edmonton
Calgary
Red Deer
Contact
Client Login
Schedule Consultation
Client Information Form
Step
1
of
4
25%
Email
(Required)
Which services you are looking for?
(Required)
Self Employed
Employed by a company
Corporate
Do you receive a T4?
(Required)
Yes
No
Do you have any investments that you get other slips for?
(Required)
Yes
No
Do you file
(Required)
Single Tax Return
With a partner
Do you have any rental properties?
(Required)
Yes
No
Do you have assets totaling 100,000k CAD in another country?
(Required)
Yes
No
Do you have any dependents that you want to claim child care expenses for?
(Required)
Yes
No
Do you have any donations and medical expenses that you would like to claim?
(Required)
Yes
No
Do you have any RRSP contributions?
(Required)
Yes
No
Do you have tuition credits that you would like to claim on your taxes?
(Required)
Yes
No
Do you have any investments that you get other slips for?
(Required)
Yes
No
Do you file
(Required)
Single Tax Return
With a partner
Do you have any rental properties?
(Required)
Yes
No
Do you have assets totaling 100,000k CAD in another country?
(Required)
Yes
No
Do you have any dependents that you want to claim child care expenses for?
(Required)
Yes
No
Do you have any donations and medical expenses that you would like to claim?
(Required)
Yes
No
Do you have any RRSP contributions?
(Required)
Yes
No
Do you have tuition credits that you would like to claim on your taxes?
(Required)
Yes
No
Do you do your own bookkeeping?
(Required)
Yes
No
If yes, are you using an excel sheet or bookkeeping software?
(Required)
Excel Sheet
Bookkeeping Software
Does your business earn more than 30,000 CAD where you have to file HST?
(Required)
Earns below 30,000
Earns above 30,000
When you file your HST, are you filling it: quarterly, or annually?
(Required)
Monthly
Quaterly
Annually
Do you have a platform or software you are using to store your receipts? If yes, name the platform.
(Required)
Yes
No
What are your annual revenues?
(Required)
What services are you looking for assistance with?
Corporate Tax
Financial Statements
Bookkeeping
Payroll
Sales Tax
Other
Are you already incorporated?
(Required)
Yes
No
Would you like us to help you incorporate?
(Required)
Yes
No
What’s your yearly approximate revenue/expenses for the current fiscal year?
(Required)
What are your expected revenue/expenses for the next fiscal year?
(Required)
Do you do your own bookkeeping?
(Required)
Yes
No
If yes, what bookkeeping software are you using?
(Required)
Would you like us to help with your bookkeeping?
(Required)
Yes
No
How many employees does your company have? Are you looking for payroll services?
(Required)
Are you registered for HST and what is the filing frequency (monthly, quarterly, or annually)?
(Required)
Monthly
Quarterly
Annually
Do you have a platform or software you are using to store your receipts? If yes, please provide the name of the platform.
(Required)
Do you need assistance with accounts payable and paying vendor invoices?
(Required)
Yes
No
Site Search