Corporate Client Intake
For incorporated businesses
Let’s get to know your corporation.
Tell us about your company, filing needs and bookkeeping. We review your information and confirm the services, scope and fee in writing before work begins.
- 1. Company & filingContact details, tax year and services needed.
- 2. Books & documentsAccount status, ownership and relevant records.
- 3. Our reviewWe confirm the next steps and any missing information.
Have your tax year-end, most recent T2 filing and bookkeeping status handy. Upload the documents you have; optional uploads can be supplied later.
This intake does not authorize filing or CRA representation. Please do not enter passwords or personal SINs. Request a quote first or call (437) 410-7999. Corporate tax services.
Filing a personal return? Use the personal tax intake.
Your corporate information
Open form in a new tabReady to Get Started?
Tell us what you need and we’ll get back to you. Prefer to talk? Call us – at our Scarborough office or entirely online.