Corporate Tax (New Client Information Form) - Mrtaxpros

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Tax Questioner – Personal

Personal Information Form

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

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

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