New clients

Client intake form

Choose the form that fits you. It opens in a new tab, and we follow up within one business day.

Individuals and families

Personal tax intake form

For T1 personal returns: employment, self-employment, rental income, students, seniors and families.

  • About 10 minutes
  • Have your SIN and last year’s notice of assessment handy
Open the personal form

Corporations and self-employed

Business intake form

For corporate year-ends, bookkeeping, GST/HST and payroll: incorporated businesses and business owners.

  • About 15 minutes
  • Have your business number and fiscal year-end handy
Open the business form

Not sure which one applies? Call or text 780-202-2273 and we will point you to the right form.