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PERSONAL TAX RETURNS

CORPORATE TAX RETURNS

ACCOUNTING AND BOOKKEEPING SERVICES

PAYROLL SERVICES

INCORPORATION SERVICE

FINANCIAL TOOLS

PERSONAL TAX RETURNS

CORPORATE TAX RETURNS

ACCOUNTING AND BOOKKEEPING SERVICES

PAYROLL SERVICES

INCORPORATION SERVICE

FINANCIAL TOOLS

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Corporate Tax - New Client Information Form

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- Step 1 of 2

1. Personal Information

First Name *

Last Name *

Date of Birth *

Email *

Phone *

2. Home Address

Status *

Resident
Non-Resident

Address *

Address Line 1

Address Line 2

City

Province

Code Postal

3. Business Information

Legal Company Name *

Operating Name *

Business Email Address *

Contact Number *

Business number (9 digits) *

Fax Number

4. Business Address

Business Address is the same as Home Address *

Yes
No

Address *

Address Line 1

Address Line 2

City

Province

Code Postal

Jurisdiction *

Ontario
Canada
Other

Please Specify Here *

Nature of Business *

Year End *

5. Directors Information

How many directors at the moment do you have? *

First Director's Name *

Canadian Resident *

Yes
No

Second Director's Name *

Canadian Resident *

Yes
No

Third Director's Name *

Canadian Resident *

Yes
No

6. Officers Information

How many officers are there? *

First Officer's Name *

Position *

Second Officer's Name *

Position *

Address Name Officer's

Third Officer's Name *

Position *

7. Shareholders Information

How many Shareholders are there? *

First Shareholder's Name *

Number of voting share *

Number of non-voting share *

Phone *

Email *

Address *

Address Line 1

Address Line 2

City

Province

Code Postal

First Shareholder's Name *

Number of voting share *

Number of non-voting share *

Phone *

Email *

Address *

Address Line 1

Address Line 2

City

Province

Code Postal

First Shareholder's Name *

Number of voting share *

Number of non-voting share *

Phone *

Email *

Address *

Address Line 1

Address Line 2

City

Province

Code Postal

8. General Signing Authority

How many authorized signers do you have? *

Legal Name 1 *

Title/Position *

Legal Name 2 *

Title/Position *

Legal Name 3 *

Title/Position *

Additional Notes and Information

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Forms

Personal Information Form

Tax Questioner – Personal

Corporate Tax (New Client Information Form)

New Corporation (Information Questionnaire to incorporate)