Tax Client Intake Form

Your Security & Privacy

We take your financial privacy seriously. This form is protected by SSL encryption and Wordfence security to ensure a safe connection. To provide the highest level of protection, we use a “Zero-Store” policy: your information is transferred directly to our secure internal systems and permanently deleted from this website the moment you click submit.

Name(Required)
As registered with CRA
Marital Status(Required)
MM slash DD slash YYYY
Your province or territory of residence on December 31 of last year?
Are you filing an eligible spouse on your return?(Required)
Do you have any dependents?(Required)
Are you a student?(Required)
Are you claiming the Disability Tax Credit?(Required)
Do you have rental Income?(Required)
Do you rent or own your own home?(Required)
Type of income:(Required)
Are you claiming medical expenses?(Required)

ssl encryption