Client Intake Questionnaire
Your Profile
Are you contacting us as:
Individual / Family
Self-employed / Freelancer
Business owner / Director
Company representative (Finance / HR / Admin)
Other
Nationality or legal status (this determines applicable residency and tax routes):
EU / EEA / Swiss
UK
Third-country national (non-EU)
Country of Citizenship
Main Objective in Malta
What is your primary reason for engaging our services?
Employment (job offer or already employed)
Starting a business or company setup
Moving tax residence to Malta
Family relocation
Property or long-term residence planning
Other
If known, intended permit or status:
*
EU registration
TCN work permit
Nomad residence
Permanent / long-term residence
Not sure
Services Required (Tick all that apply)
Accounting and Tax
Bookkeeping or management accounts
VAT registration and VAT returns
Payroll and employer obligations
Personal tax return
Corporate tax or tax planning
Corporate
Company formation
Changes to an existing company
Statutory filings or annual accounts
Residency and Legal or Administrative Support
Residency permits or eResidence guidance
Work permit guidance
Other legal and administrative support
Income and Tax Information
Primary source(s) of income:
*
Employment
Self-Employment/ Freelance
Dividends
Rental Income
Investments/ Crypto
Pension
Other
Where is this income generated?
*
Malta
EU (Country)
Non- EU (Country)
Tax Residency
Have you ever been tax resident in Malta before?
*
Yes
No
Are you currently tax resident in another country?
*
No
Not sure
Yes (Country)
Submit
Should be Empty: