CORPORATE INCOME TAX INTAKE FORM

SCOTT PARK & CO INC.
CHARTERED PROFESSIONAL ACCOUNTANT

702-2992 Glen Drive
Coquitlam, BC V3B OV2
Phone: 604.969.8700
Toll Free: 877.488.5563
Email: scott@parkandco.ca
www.parkandco.ca
CORPORATE INCOME TAX INTAKE FORM
We would like to thank you for choosing to work with us. We look forward to establishing a long-term relationship with you and providing services tailored to suit your business needs. If additional information is needed, a representative from our office will contact you.
COMPANY INFORMATION
Company Legal Name:*
Cell Phone:*
Work Phone:
E-mail Address:*
example@example.com
Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
CRA Business Number:*
PST Account Number:
Fiscal Year End Date:*

MonthDayYear
Date
SHAREHOLDER INFORMATION
Full Legal Name:*
Shareholder SIN:*
Cell Phone:*
Home Phone:
E-mail Address:*
example@example.com

PREVIOUS EXPERIENCE
Please note that in accordance with my professional standards and rules of professional conduct, I am required to send a courtesy letter to the former CPA accountant. This will also ensure a smooth transition.
1. Have you ever worked with a CPA? If so, please provide firm and partner name
2. What worked and/or did not work?
3. What is your intention or reason in changing firms?
4. How did you hear about us? If you were referred to us, who may I thank for your referral?
Consent & Agreement*

I consent to Scott Park & Co Inc. CPA collecting and storing my information securely for the purpose of tax preparation and filing.
Should be Empty: