Answering these questions before our call speeds up discovery and will lead to a more productive call in the future.

Employment type

Employee

Business owner

Sole proprietor

Other

Marital status

Single

Married

Divorced/Widowed

Are you behind on filing?

Do you have any children or dependents?

Do you own $100,000 or more (CAD) of foreign property?

Do you have a side gig, rental property, or investment income? Anything that brings in money besides your primary job.

Do you know what services you are looking for? If no leave blank.

Do you have an accounting system?

Do you have any disability credits?

Do you need to file returns in more than one country?

Any notes or things you want to share