CORPORATION INTAKE FORM

Corporate Intake Form

(New Clients)

We are excited to begin working together!

Our intake form will take about 10-15 minutes to complete.

If you have any questions, please reach out!

Before we get started - a few questions to ensure we're the right fit for you :)
Do these questions sound like you?

Are a small business owner (profits less than $500,000)?Are incorporated in British Columbia or Alberta?

Service Exclusions (Things We Don't Do)

We are a small firm with limited capacity. To ensure we are able to provide a great experience for our clients we limit the services we provide. We do not have sufficient experience in the following areas:
Do any of the following exclusions apply?

Immigrating or emigrating CanadaAre a non-resident of CanadaIt's your first year after immigrating or emigrating from CanadaIncorporated outside of British Columbia or AlbertaNeeding trust (T3) services or complex tax planningEstate or date of death tax services neededOperating a farm or fishing businessAre operating a non-profit or charitable organization

HIGH-RISK AREAS
Does your corporation own more than $100,000 in foreign assets? Consider marketable securities (stocks) in addition to real estate.*

YesNo
Does your corporation own residential real estate?*

YesNo
Are you a shareholder of multiple corporations?*

YesNo
Please list corporations and describe your involvement:*
Do you have a personal relationship with corporations you sell to or earn income from?*

YesNo
Please describe your involvement:*

Service Exclusions (Things We Don't Do)