Client Information Checklist for Canadians

The information you enter here will be used strictly for us to return your message promptly and to serve you better. This information will not be shared with a third party.

You can fill in the on-line form below or print out the Client Information Checklist for Canadians, send it by mail, fax or bring it in person.




Personal Information


Dependant Information



Please indicate if you receive any of the following source of income:



Please indicate if you have any of the following expenses:



Please provide us with a copy of your previous years tax return if it was not prepared by us