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Corporate Services Quote Inquiry
Let's start with the basics
Business Name
*
Contact Person
*
First Name
Last Name
Business Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
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Tell us about your business
What is your primary industry?
*
Please Select
IT & Technology
E-commerce & Retail
Professional Services
Real Estate & Construction
Healthcare & Medical
Hospitality & Food
Other (Please specify)
Please specify your primary industry.
*
What is the current stage of your business?
*
Pre-launch / Newly incorporated
Operating for less than 1 year
Operating for 1+ years
Estimated Annual Revenue (CAD)
*
Under $100K
$100K - $500K
$500K - $1M
$1M - $2M
$2M+
Do you have employees, contractors or both?
*
Just me (0)
Employees
Contractors
Number of Employees
*
1-5
6-10
11-20
20+
Number of Contractors
*
1-5
6-10
11-20
20+
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What do you need assistance with?
Which services are you interested in? (Select all that apply)
*
Monthly Bookkeeping (Including QST/GST/HST filing)
Annual Bookkeeping (Including QST/GST/HST filing)
Payroll Services (Including WSIB reporting, and ROE and T slips filing)
Corporate Tax Filing
Annual Return
Business Tax Planning & Consultation
Strategic Corporate Tax Optimization & Structuring
CRA Audit Defense & Notice Response
What is your current accounting setup?
*
We are a new business and need a complete setup
We use QuickBooks Online / Xero or other software (managing it ourselves)
We have an existing accountant but looking to switch
Other
Please specify.
*
Are your corporate tax filings and bookkeeping currently up to date?
*
Yes, everything is up to date.
No, we are behind by a few months.
No, we need catch-up help for 1 or more fiscal years.
How soon are you looking to get started or resolve this?
*
ASAP (Urgent / Facing CRA deadline)
Within 1-2 weeks
Within a month
Just exploring options
Briefly describe your biggest accounting or tax challenge right now (Optional)
e.g., "Looking to optimize corporate tax deductions" or "Need cleaner financial statements for expansion."
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