Form

Name*

First Name Last Name

E-mail:*

Phone Number*

- Area Code Phone Number

Address

Street Address
Street Address Line 2
City	Province
Postal Code	Country

Marital status

How many children do you have?

Any children over 18 years of age?

Yes No

Do you own any properties (including stocks) outside Canada?

Yes No

Do you own any rental properties?

Yes No

Do you run a business as a proprietorship?

Yes No

Do you use your personal assets (i.e. car, house) for business purposes?

Yes No

Any losses carried forward?

Yes No

Other significant items (please specify)

Are you the owner of a business?

Business name

Nature of your business

Business structure (check all applicable)

One corporation Multiple corporations Partnership Family trust

Have you undertaken a business reorganization?

(i.e. rollovers, purchase/sale of business, special elections etc.)

Any corporate losses carried forward?

Yes No

Any significant depreciable and non-depreciable assets?

Yes No

Any significant investments accumulated in your corporation?

Yes No

Any non-resident shareholders or payments to non-residents?

Yes No

Have you performed any research or developed new products?

Yes No

Other significant items (please specify)

What professional services are of interest to you?*

Corporate taxation Personal taxation Tax planning Financial Statements preparation Assurance services (review and audit engagements) Bookkeeping Special assurance engagements Other

Are you interested to find out more about the new accounting standards (ASPE or IFRS)? New standards are applicable for fiscal years ending on or after December 31, 2011

Yes No

Do you want to pay less tax within the legal limits? Are you interested to discuss what your long-term financial objectives are and how we can plan to achieve them?

Yes No

Other concerns or considerations you want to address

Terms and Conditions

If you click Submit button you are agreeing to the terms and conditions outlined below. You are not required to fill out the questionnaire if you do not wish to.

If you use this questionnaire to contact us, we capture the information you provide and use it to respond to your comments and inquiries. This information may be maintained for future communications, but to the maximum extent of the law, it is not released to anyone at any price. We may record the Internet address of the server from which you sent the communication.

Reference to any service does not imply its endorsement, recommendation, or specific performance regarding your tax or financial position. DBM Chartered Accountant is under no obligation to provide any services to you, unless such services were agreed upon between the parties.

The appearance of external links on www.taxclinic.ca does not constitute endorsement of these external websites. External links are provided for your convenience only.

If you wish to unsubscribe from any future communications from DBM Chartered Accountant, please send an email to info@taxclinic.ca with the words "remove subscription" in the subject line.

I agree with the Terms and Conditions set out above*

Yes No

Strategic Planning Questionnaire - Taxclinic.ca

Contact information

Personal information

Business information

Tax, assurance and accounting considerations