Let’s Get Started Basic Information Name * Spouse No. of Dependents (not including spouse) Employment Information Are you an employee? What kind of work do you do? Business Information Do you own your own business? YesNo What kind of business is it? Is it incorporated? YesNo Tax Information What year did you last file your Personal Income Tax return? What year did you last file a Corporate Income Tax return? Are you currently paying penalties or interest on late or missed installments for personal tax, corporate tax, payroll deductions, GST, etc? Current accounting/bookkeeping system Describe your current accounting/bookkeeping system What reports are currently prepared? (Examples: tax returns, joint venture income statements) What software do you use to prepare these reports?: Real Estate Investment Information How many rental properties do you own?: How many more do you plan to buy? When do you plan to make those purchases? How do you plan to finance them? Do you have joint venture partners? What are their reporting requirements? Your Accounting Needs What are the main areas of help you are seeking? What would make your accountant a perfect fit with your organization? Explain how you hope to have an accountant influence your business. How do you judge when your accountant does an excellent job? Tax-Deductible Mortgage Do you want us to analyze how to make your mortgage tax deductible? (If so please provide a net worth statement). Planning Do you have a 5-year game plan? How often do you review your game plan? When do you plan to retire and how do you plan to fund it? Do you include your accountant in strategic planning session and SWOT (Strength, weakness, Opportunities and Threats) analysis? What help are you seeking with future planning? Any other questions or thoughts not covered here? Contact Information How did you find us? How can we contact you? Email: * Phone:
