Client enquiry form
**IMPORTANT**

Please take a few minutes to determine your accounting and tax needs exactly.
A suggestive list of services follows. 
  • Bookkeeping services 
  • Taxation services - personal taxes /rental/other 
  • Taxation services - personal taxes - self employed/business/HST 
  • Taxation services - corporate taxes / HST  
  • Accounting services - Compilation engagements (CSRS4200)
  • Advisory - taxation - general business
  • Advisory - personal - general 
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Name *
Please provide first and last name.
Email address *
How did you hear about me?
 *
Please provide a brief description of how you heard of us.  
Brief description of your situation *
Please provide a description of your accounting/tax/business situation. Below are suggested questions you ask yourself. 
Personal taxes
> How many members (presumably of your family) do you need personal tax returns filed for? 
> For each person above, are personal tax returns for all prior years filed? If not, how many prior years are to be filed?
> If you have a Self employed or other businesses, is your bookkeeping accurately completed for the relevant reporting periods?
Corporate taxes
> Are corporate tax returns for all prior years filed? If not, how many prior years are to be filed?
> Is the corporation active/inactive during the year(s) for which a tax return needs to be filed?   
> If active, is the bookkeeping accurately completed? 
>  Provide the Start date and year end of the corporation.
Select your tax & accounting needs below *
Required
Expected delivery date *
Please provide a date (MM-DD-YYYY) by which you want to get the above tasks completed? 
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