Canadian Corporate
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Your Name ( Last Name, First Name) *
Where did you hear about our firm? *
Referral (by whom)
Phone Number *
Email Address *
Mailing Address *
City, State, Postal Code *
Citizenship (In all countries) *
How many shareholders? *
Residency/ Province on residence of the shareholders *
Where was the company incorporated? *
When was the company incorporated? (Date of Incorporation) *
What is the fiscal year end? *
When was the last filed corporate tax return? *
Brief description of the nature of the business *
Entity Type *
Where do you offer services or sell products? (Which country? which provinces?) *
How many years have you been in business? *
How many bank accounts do you have? *
Do you have a separate bank account for your business? *
How have you managed bookkeeping till now? *
If Software, which software do you use? *
What is the annual revenue of your business *
Do you report sales tax (GST/HST)? *
Do you file GST/HST monthly/ quarterly/ annually? *
Are GST/HST filings up to date? *
Have you ever had a sales tax audit? *
Do you have a payroll system for employees? How often do the employees get paid? *
Is the corporation related or associated with another corporation? *
If you could solve any 3 challenges for your business what would it be? *
What are you looking for from your accountant? *
Any other relevant information *
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