Partners Intake Form
Company Name
Main Contact
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Email
example@example.com
Business entity
Please Select
Sole Proprietor
Corporation (Inc/LTD)
Partnership
Non for Profit
Society
Other
CRA Business Number
Are you a GST Registrant?
Yes
No
If yes please select your reporting
Please Select
Monthly
Quarterly
Annually
Quick Method
Other
Corporate Access Number
This can be found on your certificate of incorporation
Fiscal Year End
Incorporation date
-
Month
-
Day
Year
Date
Shareholder Information
Name
Address
% of shares
(must total 100%)
Title
(director, secretary etc.)
Share Class
(Class A, B voting, C, D non voting etc)
Shareholder 1
Shareholder 2
Shareholder 3
Shareholder 4
Describe your business industry
What does your company do?
Do you conduct business in other provinces?
Yes
No
If yes, list the provinces below:
Are you up to date in your bookkeeping?
Yes
No
Please state when your bookkeeping was last reconciled?
if you are unsure your best guess
When was your last corporate taxes filed?
-
Month
-
Day
Year
Date
When was your last filed GST?
-
Month
-
Day
Year
Date
When was your last personal taxes filed?
-
Month
-
Day
Year
Date
Which S&J Partner are you looking for? Select all that apply
Chartered Professional Accountant
Cross Border Accountant
Lawyer
Commercial Insurance
Group Benefits
Tax Relief Letters
Health & Safety
Corporate Investment & Advisor
SR&ED Specialist
Business Valuations
Mortgage Broker
Commercial Real Estate Agent
Equipment Financing
Sales & Marketing
Other
For more details on what the above partners can offer you feel free to go to our website by scanning the QR code below:
Please describe your need for services for each of the above in detail:
Signature
Date
-
Month
-
Day
Year
Date
Please note that depending on the service you are requesting it may be required that your bookkeeping and personal taxes be up to date.
Submit
Should be Empty: