Personal Income Tax Client intake Form

“Thank you for requesting our income tax service. Please complete the form below to provide us the information needed to assist you.”

“Press the SUBMIT button below and we will send you a free quote within 24-48 hours.”
– Alice Cretelli, CPA

Your Name (First, Last)*(required)

Your Email *(required)

Your Contact Phone Number*(required)

Which tax years you will need to be filed*? (required)

Current year only

Current year and prior year

Re-File or adjust prior year tax return(s)

Other (please comment below)

Please add your comments here.*(required)

Address (Street Address, City, Province, Postal Code)*(required)

Social Insurance Number (Last 3 digits of SIN# only)*(required)

Date of Birth*(required)

Date of Death (for deceased return)

*If SELF_EMPLOYED, we will send you a Self-Employment template. Please use it if possible.

*If YES, we will send you a Rental Income template. Please use it if possible.

Add comments:

Next step – Our accountant will send you an engagement letter to be signed electronically as well as an email with instruction within 24-48 business hours.*

I acknowledge that you will be sending me the required engagement letter to be signed electronically as well as an email with instruction within 24-48 hours.(required)

Please check this box to acknowledge you understand the next step. Thank You!