Affirm CPA

Affirm
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Welcome to the tax season! This season is quite exciting for accountants as we help so many individuals, families and corporations file their taxes accurately and efficiently. We would appreciate your attention and completion of the questions below in order to ensure that we have included all necessary information and provided you with the most efficient process possible.

Please complete the questionnaire in its entirety so that we can be sure we have all the particulars correct and that nothing has changed from the prior year.

NEW CLIENTS

PERSONAL

PERSONAL INTAKE FORM

Progress

8%
Please provide full name of each family member (including dependents) on record with CRA. Please note that if the name we include on your personal tax return does not match the exact record CRA has associated with your Social Insurance Number then the tax return will not be able to be efiled. Only one form is required per family/couple.
 

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CORPORATE

CORPORATE INTAKE FORM

Intake Form Corporate

50%

*IF APPLICABLE (ALBERTA RESIDENTS)

Please provide us with the name, address, phone, fax and email of your predecessor accountant:
 

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TRUSTS

TRUSTS INTAKE FORM

Progress

50%
 

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DECEASED INDIVIDUALS

DECEASED INDIVIDUALS FORM

Progress

20%
 

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EXISTING CLIENTS

PERSONAL

PERSONAL YEAR END FORM

Progress

9%
Enter your full name below, along with the name of your other family members for whom we will be preparing a tax return.
 

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CORPORATE

CORPORATE YEAR END FORM

Intake Form Corporate

50%
 

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WE WOULD LOVE TO HEAR FROM YOU!

FEEDBACK FORM

FEEDBACK FORM

Feedback Form

 

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