• Discovery Form

  • Please fill out the following details so we can serve you well!

  • What accounting services are you interested in?*
  • How did you find us?*
  • Do you own a Canadian business or are you planning to start one?*
  • What is your business structure(s)?*
  • Does your business require independent CPA audits or reviews?*
  • Which accounting software do you currently use?*
  • What industry does your business focus on?*
  • Which areas does your contracting business specialize in?*
  • Do you use any key project management software or apps?*
  • What area does your professional services business specialize in?*
  • Business incorporation or start date
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  • Next business fiscal year end date
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  • Are you registered or planning to register for any of the following?
  • Do you have any overdue business tax returns or filings?*
  • Is your business currently undergoing any examinations or audits by Canada Revenue Agency or other government agencies?*
  • Do you have or plan to have foreign customers or vendors (outside Canada)?*
  • Please list the type of currencies held in your business bank and credit card accounts*
  • Which currencies do you accept as payments from customers?*
  • Which currencies do you use to pay vendors?*
  • Do you have employees?*
  • How are you calculating payroll and paying your employees?*
  • Do you have subcontractors?*
  • What countries are you and your family members citizens of?*
  • Did you immigrate TO Canada?*
  • On what date did you immigrate?
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  • Did you emigrate FROM Canada to another country?*
  • On what date did you emigrate?
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  • Do you or your family members have any overdue tax returns not yet filed?*
  • Are you or any of your family members currently undergoing any examinations or audits by Canada Revenue Agency*
  • What types of income do you have to report on your tax returns?*
  • What types of deductions do you have to report on your tax returns?*
  • What types of credits do you have to claim on your tax returns?*
  • Should be Empty: