Fillable Client Information Form printable pdf download

Client Information Form

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Tax & Accounting Advisor: Client Information Form

Business Owner Information:

First name: _______________________________ Last name: ______________________________

Mailing address: ____________________________ City/town: _______________________________

Postal code: ______________________________ Email address: ____________________________

Business phone number: ______________________ Mobile phone number: ______________________

Business Information:

What is the nature of the business? _____________________________________________________

What stage is your business at?  Idea  Planning  Start-Up  Established  Expanding

Is your business registered?  Yes  No

If yes, what is the name?:

_____

_______________________________________________________________________________

What is the structure?  Sole Proprietor  Partnership  Corporation  Other: ___________________

If your business has a website, please provide the website address: ________________________________

Additional Information and Services Required:

What is the last year you filed personal tax returns? ______________________

If applicable, what is the last year you filed corporate tax returns? _____________

Do you currently have an accountant?  Yes  No

What are you three main objective when meeting with the Tax & Accounting Advisor?

Objective 1

______________________________________________________________________________

Objective 2

______________________________________________________________________________

Objective 3

______________________________________________________________________________

Please submit completed forms to

communications@squareonesask.ca

Client Information Form

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