• Personal Intake Form 
    (New Clients)

     

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

    Please ensure you have contact information and SINs for any family member who needs services.

    Please have your GST/HST number availalbe if you are registered (example: 12345 6789 RT0001).

    Below are two questions to ensure we're a good fit for you:

  • 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 as we do not have sufficient expertise in the below areas:

  • Primary Contact's Basic Information

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  • Mailing Address

  • Services Requested

    • Are you a non-incorporated business owner? This includes subcontractors, contractors, and those self-employed. 
    • Do you have a bookkeeper? 

    • BOOKKEEPER'S INFORMATION

    • Do you have a previous accountant? 

    • PREVIOUS ACCOUNTANT’S INFORMATION

  • Marital Status Information

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    • Spouse or Common-Law Partner's Information: 

    • Spouse's Information

      A common-law partner exists for tax purposes when you have been living together for more than 12 months or if you have a child together (as of December 31st).
    •  - -
    •  - -
    • Have Dependents? 

    • Dependent's Information

      Children Under 18, Post-Secondary Students, Disabled Individuals, Elderly Parents

  • Hight Risk Tax Areas

  •  - -

  • Saving for Your First Home?

  • Paying rent to a landlord?

    If yes, we will see if you qualify for the BC renter's tax credit if you are paying rent for your personal (residential) living:

  • Address being rented (in 2023):
    Amount of rent paid (in 2023):
    Number of months rented (in 2023):
    Name of landlord (in 2023):      

  • Getting Started!

  • Other Information

    We're curious!

  • CRA Authorizations Needed

    Before we are able to get started on services, CRA Authorizations are needed. Once this intake form is submitted we'll send you an email with further onboarding instructions :)
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