📋 Client Onboarding

New Client Intake Forms

Select the type of engagement below. Complete and submit your form securely — our team will review your information and reach out within one business day.

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Personal Tax Intake

For individual T1 personal tax returns. Includes employment income, self-employment, rental income, investments, and all personal deductions.

Start Personal Intake
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Corporate Intake

For corporations, partnerships, and business entities. Includes T2 corporate tax, GST/HST filing, payroll services, bookkeeping, and financial statements.

Start Corporate Intake

Not sure which form you need? Contact us and we'll help you get started.
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