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Request for quote - Pastel Tax LLP
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Email
*
Your email
Full Name
*
Your answer
Main contact number (optional)
Your answer
0. Please check all the services you need for you and your businesses.
*
T1 Personal Income Tax Returns (If only this is needed, please finish question 2, and submit)
T2 Corporate Income Tax Returns
Bookkeeping
Payroll
Tax Planning
T3 Trust Income Tax Returns
T5013 Partnership Returns
GST/HST/PST/QST Returns
U.S. Returns
CRA Review & Audit Engagement
Billing and Collections (A/R & A/P Management)
NTR Financial Statement
Incorporation and Registry services
Financial Analysis & KPI Review
Software training and implementation
Other - Please provide additional information in the last question.
Required
1. How often would you like to meet with your accountant to go over the finances?
*
Annually
Semi-Annually
Quarterly
Monthly
Not necessary, regular communication is sufficient.
2. Are you okay with meetings over video conferencing apps such as Skype, Zoom, Teams , etc.?
Yes
No, prefers face to face meeting
Clear selection
3. Please briefly describe your business (including industry type, number of years, location, etc. )
Your answer
4. Which of the following will you (and your family) have for the personal income tax returns?
T-Slips (T4, T4A, T3, T5, T5013, etc.)
Personal Investment Statements (do not include TFSA or RRSP)
Tuition Slips
Donation Slips
Medical Slips
RRSP Slip/RSP Slip
Rental Income & expenses
Childcare Expenses
Self-Employment Income/Business Income & expenses
Foreign Income/Foreign properties
Principle residence acquisition or disposal
Other - Please provide additional information in the last question.
5. Which of the following will be required for the corporate tax returns?
Operating Income & Expenses
Partnership income
Investment income
Foreign Income
Rental Income
Tax Credit Application / SR&ED Application
Other - Please provide additional information in the last question.
6. If you checked box for 'Bookkeeping', do you prefer 'Cash' or 'Accrual' Accounting? (Optional)
Cash - Cost less, time-saving, pick this if only care about meeting minimum tax compliance
Accrual - Report income as what is earned rather than what is received, preferred by CRA, produce a more accurate picture of revenue and expenses as incurred
Not sure
Clear selection
7. If box is checked for 'Bookkeeping', roughly how many operating transactions per month for all your entities?
Your answer
8. If box is checked for 'Bookkeeping', roughly how many investment/trading transactions per month for all your entities?
Your answer
9. How many operating corporations do you have? (Please include investment co, rental co, R&D co. or any corporations that generate sustained revenue)
1
2
3
4
More than 4
Clear selection
10. How many holding/shelf corporations do you have?
1
2
3
4
More than 4
Clear selection
11. How many partnerships and trusts do you have?
1
2
3
4
More than 4
Clear selection
12. How many employees do you have in your business?
Your answer
13. What is the average annual gross revenue for all your entities over the last 3 to 5 years?
Choose
Less than $200,000
Between $200,000 to $500,000
Between $500,000 to $1,000,000
Between $1,000,000 to $2,000,000
Between $2,000,000 to $5,000,000
More than $5,000,000
14. If box is checked for 'U.S. Returns', what type of U.S. Returns do you need?
1044 (Personal)
1120 (Corporate)
1065 (Partnership)
U.S. Sales Tax Return
Other - Please provide more information in the last question
Other:
Clear selection
15. As we are a paperless firm, do you have someone that can upload all the required documentation onto a secure cloud network? (we provide detailed instructions on the uploading process, docs may include invoices, statements, t-slips, etc)
Yes
Sometimes, can provide online authorization to access to all necessary online accounts.
No, prefers to mail documentations
No, prefers to fax all documentations
16. What is your current accounting situation? (Optional)
Doing it yourself
In-house accountant
Outsourced accountant
Currently behind on tax and books
17. What is the average annual fee you are currently paying for tax & accounting related services? (Optional)
Your answer
18. Please provide any additional information that would allow us to better understand your situation (Optional)
Your answer
Thank you for your time!
A copy of your responses will be emailed to the address you provided.
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