Discovery Form
Please fill out the following details so we can serve you well!
Name
*
First Name
Last Name
Your work email (or best email to reach you at)
*
Your work phone number (or best number to reach you at)
*
What accounting services are you interested in?
*
Business bookkeeping
Business tax planning & filing
Business financial planning & advice
Personal tax planning & filing
Developing a performance-based/profit-sharing compensation plan
Cleaning up messy accounting files
Upgrading to a new accounting software
Starting a business/incorporating
Other
How did you find us?
*
Internet search
LinkedIn
YouTube
Friend or business contact
Other
Who referred you to us?
It's great to have a community that supports our vision of exceptional small business accounting!
Do you own a Canadian business or are you planning to start one?
*
Yes
No
Maybe
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How many businesses do you have/plan to have?
*
Business legal name(s)
*
Business operating name(s) (if different)
Business address
Street Address
Street Address Line 2
City
Province
Postal Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
What's your business value proposition? (i.e., how does the business make money?)
*
What is your business structure(s)?
*
Corporation
Sole Proprietor
Partnership
Non-Profit
Does your business require independent CPA audits or reviews?
*
Yes
No
Unsure
Which accounting software do you currently use?
*
QuickBooks Online
Sage Cloud Accounting
Xero Accounting
FreshBooks
Wave Accounting
QuickBooks Desktop
Sage 50 Desktop
None
Other
What industry does your business focus on?
*
Contracting (construction, renovation, specialized trades)
Professional Services (engineering, real estate, medical, marketing, finance, legal, information technology, consulting, etc.)
Other
Which areas does your contracting business specialize in?
*
Construction Management/General Contracting
Excavation
Demolition
Forming
Carpentry
Electrical
HVAC
Plumbing
Mechanics
Landscaping
Other
Do you use any key project management software or apps?
*
Contractor Foreman
Knowify
Jobber
Procore
SiteMax
Buildertrend
Fieldwire
Landscape Management Network (LMN)
Check the Level
Trello
Asana
ClickUp
None
Other
What area does your professional services business specialize in?
*
Real Estate
Medical
Marketing
Finance
Legal
IT
Consulting
Other
Do you use any key software or apps for project management or billing?
Business incorporation or start date
-
Year
-
Month
Day
Date
Next business fiscal year end date
-
Year
-
Month
Day
Date
Are you registered or planning to register for any of the following?
Canada Goods and Services Tax (GST)
BC Provincial Sales Tax (PST)
BC Employer Health Tax (EHT)
WorkSafeBC
None
Other
Do you have any overdue business tax returns or filings?
*
Yes
No
Unsure
Which returns or filings are overdue and for which years?
Is your business currently undergoing any examinations or audits by Canada Revenue Agency or other government agencies?
*
Yes
No
Unsure
Which accounts are being examined or audited and for which years?
Estimated annual business revenue in $CAD
*
Estimated annual business expenses in $CAD
*
How many business operating bank and credit card accounts do you have?
*
Do you have or plan to have foreign customers or vendors (outside Canada)?
*
Yes
No
Unsure
Please list the type of currencies held in your business bank and credit card accounts
*
Canadian Dollar (CAD)
United States Dollar (USD)
Other
Which currencies do you accept as payments from customers?
*
Canadian Dollar (CAD)
United States Dollar (USD)
Other
Which currencies do you use to pay vendors?
*
Canadian Dollar (CAD)
United States Dollar (USD)
Other
Do you have employees?
*
Yes
No
How many employees do you have?
How are you calculating payroll and paying your employees?
*
Payworks
QuickBooks Payroll
Bookkeeper
CRA Payroll Deductions Online Calclulator
Other
Do you have subcontractors?
*
Yes
No
Approximately how many subcontractors do you have?
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Next
How many people in your family need Canadian tax returns filed (including you)?
*
Usually there's no requirement or benefit for minors (under 19) to file a tax return unless they are earning income or enrolled in post-secondary education.
Your home address
Street Address
Street Address Line 2
City
Province
Postal Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
What countries are you and your family members citizens of?
*
Canada
United States
Other
Did you immigrate TO Canada?
*
Yes
No
On what date did you immigrate?
-
Year
-
Month
Day
Date
Did you emigrate FROM Canada to another country?
*
Yes
No
On what date did you emigrate?
-
Year
-
Month
Day
Date
Do you or your family members have any overdue tax returns not yet filed?
*
Yes
No
Unsure
Which tax years are overdue and for which family members?
Are you or any of your family members currently undergoing any examinations or audits by Canada Revenue Agency
*
Yes
No
Unsure
Which tax years are being examined or audited and for which family members?
What types of income do you have to report on your tax returns?
*
Employment income (T4)
Self-employed business income
Rental income
Investment income
Sale of real estate or other property
Cryptocurrency transactions
Foreign income (pension, investment, other)
No income
Other
What types of deductions do you have to report on your tax returns?
*
RRSP contributions
Employment expenses
Interest paid to earn investment income
Spousal support paid
Union dues (other than on reported on T4)
Child care expenses
No deductions
Other
What types of credits do you have to claim on your tax returns?
*
Medical expenses
Charitable donations
Political donations
Interest paid on student loans
Digital news subscription
Post-secondary tuition
Educator school supplies
Disability tax credit
Home renovations to create a secondary dwelling for a relative who is eligible for the disability tax credit
No credits
Other
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