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Intake form
Help us serve you better
Name
*
Email address
*
What services are you interested in?
Please select at least one option.
Income tax preparation
Business activity statements
Strategic planning
Bookkeeping
Tax compliance
Business advisory
Tax structuring
What is your business structure?
Select
Sole trader
Partnership
Company
Trust
Non-profit organization
What is your estimated annual revenue?
What is your industry?
*
Do you have any existing accounting software?
*
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Yes
No
What is your preferred method of communication?
*
Please select at least one option.
Email
Phone
In-person
Video conference
What is your tax residency status?
*
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Resident
Non-resident
Temporary resident
Do you require assistance with tax structuring?
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Yes
No
What is your preferred time to be contacted?
Which service or services are you interested in?
Please select at least one option.
Tax compliance
Business advisory
Tax structuring
Other (Please specify below)
Additional questions or comments
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