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Background Name   Spouse   Dependants   What kind of work do you do?   Do you own your own business?   Yes       No   Is it incorporated?   Yes       No   When was the last time you filed your Corporate Income Tax return?   When was the last time you filed your Personal Income Tax return?   What kind of business is it?   Describe your filing system.   What reports do you really need? Eg tax return preparation, preparing income statements for JV partners etc?   How do you prepare these reports and software that you use?   How would you like me to help you?   How many rental properties do you own?   How many more do you plan to buy?        When   How do you plan to finance them?   Do you have joint venture partners?   What are their reporting requirements?   How do you want my team to help you?   How can I contact you?   Email:   Cell:   Do you pay penalties or interest on late or missed installments for personal tax, corporate tax, payroll deductions, GST, etc? If so, why?     Your expectations of an accountant How do you know when an accountant does an excellent job? What would make your accountant a perfect fit? Explain how your accountant influences your business. Describe the help you have with administration of your paperwork. 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? How do you expect me to help you with this plan?   Any other questions or thoughts? Where did you hear about us?     Our Address: