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?Are incorporated in British Columbia or Alberta?Have 1 - 2 shareholders in your corporation?Have business profits (income - expenses) less than $500,000?

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:*

CRA Authorizations
How will you provide authorization?

Grant immediate access through your CRA MyBusiness (see below)I will e-sign an authorization form (this may take several attempts)
CRA My Business Account Authorization

Please grant us access to your My Business account: Log into your CRA My Business account --> Click Profile in the top right --> Click Manage authorized representatives in the right sidebar --> Click Authorize a representative --> Enter our business number (755066693) --> click Next --> Select Update and view (level 2) and select All accounts --> click Next --> Under Expiry date - No Expiry Date (please) --> Click the Confirmation box --> click Submit
Getting Started!
When are you ready to begin services?*

ASAP! I have sent the required documentation / it is on its way!I'll reach out. I'm still organizing my paperwork.In the future. I'm planning ahead.
What are we getting started on?*
Example: 2022 Corporate Tax Return
What are your expectations for our services?
Easy, accurate, fast, etc. etc.
Any questions or comments for the accountant?

A Quick Question

We're curious!
How did you hear about us?

Google / internetFriend / familyProfessional advisorAdvertisement / magazineAdvertisement / direct mailNetworking eventSocial mediaOther
Please provide the name of the individual who referred you. We'd like to thank them!
Should be Empty:

Service Exclusions