Corporate Tax (New Client Information Form) - Mrtaxpros

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Personal Information Form – Per family unit

Tax Questioner – Per each tax payer

Corporate Tax (New Client Information Form)

New Corporation (Information Questionnaire to incorporate)

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PERSONAL TAX RETURNS

CORPORATE TAX RETURNS

ACCOUNTING AND BOOKKEEPING SERVICES

PAYROLL SERVICES

INCORPORATION SERVICES

FINANCIAL TOOLS

Corporate Tax - New Client Information Form

1. Personal Information

First name*

Last name*

Date of Birth*

Email Address*

Contact Number *

2. Home Address

Status*

resident

non-resident

Street Address*

City*

Province*

Postal Code*

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

Street Address.*

City.*

Province..*

Postal Code.*

Jurisdiction*

Ontario

Canada

Other

Please Specify Here *

Nature of Business *

Year End *

5. Directors Information

How many directors at the moment do you have?*

Director's Name 1*

Canadian Resident 1*

Yes

No

Director's Name 2*

Canadian Resident 2*

Yes

No

Director's Name 3 *

Canadian Resident 3*

Yes

No

6. Officers Information

How many officers are there?

Officer's Name 1*

Position 1*

Officer's Name 2*

Position 2*

Officer's Name 3*

Position 3*

7. Shareholders Information

How many Shareholders are there?

Shareholder's Name 1*

Number of voting share 1*

Number of non-voting share 1*

Phone 1*

Email 1*

Street Address 1*

Shareholder's Name 2*

Number of voting share 2*

Number of non-voting share 2*

Phone 2*

Email 2*

Street Address 2*

Shareholder's Name 3*

Number of voting share 3*

Number of non-voting share 3*

Phone 3*

Email 3*

Street Address 3*

8. General Signing Authority

How many authorized signers do you have?

Legal Name... 1*

Title/Position 1*

Legal Name... 2*

Title/Position 2*

Legal Name... 3*

Title/Position 3*

Additional Notes and Information

M&R Tax Pros is an Ontario-based Accounting corporation that is helping variety of businesses and sole proprietorships including entrepreneurs across Ontario. We make a difference by helping you as our clients or our wider communities achieving potential through minimizing tax and making better business decisions.

info@mrtaxpros.ca

416-546-7327

647-343-7327

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