Request a Quote

Please if you want Personal or Business Services *

Your Personal Information

Full Name *

Date of Birth *

Phone *

Email Address *

Your Social Insurance Number

Current Address

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Are you residential?

Select your marital status *

Do you authorize Canada Revenue Agency to give your name, address and date of birth to Elections Canada?

Did you sell a home this year and want to claim the principal residence exemption?

Are you filing your taxes for the first time in Canada?

Do you have dependents?

If yes, please provide their full name, date of birth, gender, and income in the box below.

Spouse Information

Spouse's Full Name *

Spouse's Date of Birth *

Spouse's Social Insurance Number *

Do you have any children?

Children under 18

Children above 18

Employment Details

Are you currently employed? *

Current Employer

Position

From

Previous Employer

Financial Information

Annual Income *

CAD

Source of Income *

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Do you have any Rental Income?

Tax Information

Filed taxes last year? *

Unresolved tax issues?

Investment Information

Do you have any Investment Plan?

Goals and Objectives

Do you have any goals and objectives?

Any long-term goals?

Any short-term goals?

Any retirement plans?

Legal Matters

Any Ongoing legal proceedings?

Service Requirements

What service(s) are you interested in? *

Please provide any additional information.

Business Services

Business Name *

Business Registration Number *

What is the industry type? *

Date of Incorporation *

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

You can add up to 4 more businesses.

Shareholder Name, Number of Shares and SIN# or BN *

Contact Details

Primary Contact Person *

Position *

Phone *

Email Address *

Authorized Signing Officer

Name (If different from above)

Position

HTML

Head Office Address (If different from above)

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

HTML

Location of Books/Records (If different from above)

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Tax Information

Filled business taxes last year? *

Unresolved tax issues? *

Business Investment Information

Business Investment

Rental Properties

Operational Information

Number of full-time employees

Number of contractors

Require Bookkeeping Services? *

Legal Matters

Any Ongoing legal proceedings?

Are business licenses up to date?

Service Requirements

What service(s) are you interested in? *

Please provide any additional information.

Request a Quote

Ready to Choose Your Package?
Call Us or Send Us a Message.

or

Your trusted partner in comprehensive financial services. We specialize in custom solutions for a diverse range of clients across Canada, dedicated to advancing your financial goals with exceptional, personalized service.

Navigation

Social

Working Hours

Contact Us

©2024 SAR Professional Corporation Copyright All Right Reserved.

Request a Quote

Ready to Choose Your Package? Call Us or Send Us a Message.

or

Your trusted partner in comprehensive financial services. We specialize in custom solutions for a diverse range of clients across Canada, dedicated to advancing your financial goals with exceptional, personalized service.

Navigation

Social

Working Hours

Contact Us

©2024 SAR Professional Corporation Copyright All Right Reserved.

Ready to Choose Your Package?
Call Us or Send Us a Message.