New Client Intake & Consultation Request
Share your contact details and service needs so we can confirm an appointment.
Please do not enter your SIN, date of birth, bank details, tax amounts, or upload tax documents here. This form is only a request; the office will contact you to confirm an appointment and provide a secure document-sharing method.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Service Needed
*
Personal Tax Return
Corporate Tax Return
Bookkeeping/Accounting
Compilation/Review Financial Statements
GST/HST/PST
Payroll/WCB
Business Advisory
Other
Tax Year (if applicable)
Are you a new or existing client?
*
New Client
Existing Client
Preferred Meeting Type
*
Phone
Video
In-person (Abbotsford)
Other
First Preferred Date & Time Window
*
Second Preferred Date & Time Window
General Note (optional)
Submit Request
Should be Empty: