Request for quote - Pastel Tax LLP
3~5 minutes to complete
Email address *
Full Name *
Main contact number (optional)
0. Please check all the services you need for you and your businesses. *
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1. How often would you like to meet with your accountant to go over the finances? *
2. Are you okay with meetings over video conferencing apps such as Skype, Zoom, Teams , etc.?
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3. Please briefly describe your business (including industry type, number of years, location, etc. )
4. Which of the following will you (and your family) have for the personal income tax returns?
5. Which of the following will be required for the corporate tax returns?
6. If you checked box for 'Bookkeeping', do you prefer 'Cash' or 'Accrual' Accounting? (Optional)
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7. If box is checked for 'Bookkeeping', roughly how many operating transactions per month for all your entities?
8. If box is checked for 'Bookkeeping', roughly how many investment/trading transactions per month for all your entities?
9. How many operating corporations do you have? (Please include investment co, rental co, R&D co. or any corporations that generate sustained revenue)
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10. How many holding/shelf corporations do you have?
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11. How many partnerships and trusts do you have?
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12. How many employees do you have in your business?
13. What is the average annual gross revenue for all your entities over the last 3 to 5 years?
14. If box is checked for 'U.S. Returns', what type of U.S. Returns do you need?
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15. As we are a paperless firm, do you have someone that can upload all the required documentation onto a secure cloud network? (we provide detailed instructions on the uploading process, docs may include invoices, statements, t-slips, etc)
16. What is your current accounting situation? (Optional)
17. What is the average annual fee you are currently paying for tax & accounting related services? (Optional)
18. Please provide any additional information that would allow us to better understand your situation (Optional)
Thank you for your time!
A copy of your responses will be emailed to the address you provided.
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