Client Information Form
Client Information :
I am looking for my
Personal Return
Self-Employed
HST/GST Return
Rental
US Return
S.I.N
First Name
Last Name
Email
Office Locations
Select Location
70405 - Dundas St
70536 - Erie St
70040 - Kitchener
70001 - LSP Retreat
70307 - Niagara Falls
70901 - Sherwood Mall
70643 - St. Thomas
70214 - Toronto
70900 - Wyandotte
Select Staff
Please Select
Gender
Male
Female
Prefer not to say
Date of Birth
Phone
Unit
Street
City
Province
Select Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Non-resident
Postal Code
Are you claiming the disability amount?
Yes
No
Do you have a DTC (Disability Tax Credit) on file with CRA?
Yes
No
Don't Know
For US Return :
Address
S.S.N
City
State
Select State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Zip Code
Marital Status
Single
Married
Common-Law
Widowed
Divorced
Separated
Has your marital status changed in the tax year?
Yes
No
Date of Change
Previous Status
Select Status
Single
Married
Common-Law
Widowed
Divorced
Separated
Is your spouse filing taxes with you?
Yes
No
Spouse Information :
First Name
Last name
Email
S.I.N
Date of Birth
Phone
Net Income $
Do you have a DTC (Disability Tax Credit) on file with CRA?
Yes
No
Dependent Information :
Do you have any dependents living with you
Yes
No
Please Select the option :
Sole Custody
Shared Custody
Joint Custody
Child Support
Spousal Support
N/A
Child Support
Spousal Support
Dependents Information
+ Add Dependent
Do you have an RESP account setup to maximize
Government Grants
for your kids education?
Yes
No
Our Financial planners can help you review your RESP's performance. Would you like to discuss it with them?
Yes
No
Our Financial planners can help you setup an RESP account. Would you like to discuss it with them?
Yes
No
Are you a Canadian Citizen?
Yes
No
Would you like to provide your information to Elections Canada? :
Yes
No
Did you immigrate to Canada during tax year?
Yes
No
Immigration Date :
Did you Buy or Sell a home during the tax year?
Yes
No
Have you claimed bankruptcy in the past two years?
Yes
No
Have u been discharged ?
Yes
No
Have you been confined to a prison or similar institution?
Yes
No
What is the date from & to :
Do you own foreign Property with a total cost of more than $100,000?
Yes
No
Do you have any of the following receipts (receipts must be given with dropped off materials)?
Daycare
Medical expenses
Donations
Rent
Are you a Self-Employed?
Yes
No
Business Number :
Is your Business name/address different from your personal?
Yes
No
Business Name :
Address :
Are you required to file Underused/Vacant Housing Tax (UHT) return?
Yes
No
Do you authorize CRA to provide your name & email address to Ontario Health for organ and tissue donation?
Yes
No
Have you opened your first FHSA (First Home Savings Account) during the tax year?
Yes
No
Our Financial planners can help you review your FHSA's performance. Would you like to discuss it with them?
Yes
No
Our Financial planners can help you setup an FHSA account. Would you like to discuss it with them?
Yes
No
Do you have an RRSP(Registered Retirement Savings Plan)?
Yes
No
Our Financial planners help review your RRSP's performance. Would you like to discuss it with them?
Yes
No
RRSP's are one of the best ways to save on your taxes. Our Financial planners can help you setup an RRSP, would you like to discuss it with them?
Yes
No
Do you have a TFSA(Tax Free Savings Account)?
Yes
No
Our Financial planners help review your TFSA's performance. Would you like to discuss it with them?
Yes
No
A TFSA provides tax-free investment income. Would you like to setup a TFSA with our financial planner?
Yes
No
Are you looking to buy or sell a property in the next 3 months?
Yes
No
Are you currently working with a Real Estate agent?
Yes
No
Would you like one of our Real Estate agents to help you?
Yes
No
Do you own a car?
Yes
No
Do you own a home?
Yes
No
Do you Own a Business?
Yes
No
These are some of the top Insurance companies that our licenced advisors work with:
Would you like a free, no-obligation
Insurance quote? You're welcome to take it only if it helps you save money.
Yes
No
Are you using life insurance as a strategy to reduce your taxes and build retirement savings?
Yes
No
Would you like to review your strategy with our designated Financial planner ?
Yes
No
Life insurance is one of the most powerful tools for tax savings and retirement planning, would you like to explore your options with one of our designated financial planners?
Yes
No
