New Client Questionnaire

This is a brief questionnaire to gather background information as efficiently as possible and to preserve as much of our initial consultation time for questions that you may have.

This form is required before we schedule a meeting to allow us to pair you with the accountant most suited for your needs.  This will also ensure that the fit between your accounting needs and our firm is a good one.

We look forward to assisting you.

Jason Trefanenko CPA, CGA
Managing Partner

Name:*
E-mail:*
Phone:*
-
Phone type:*
What is your preferred method of communication:
Address:
How did you hear about our firm:*
Referral Source:*
Other (please specify):*
What general area does your enquiry relate to? (Please choose one):*
General Area - Other (please specify):*
Business name:*
What is the legal nature of the business:*
Legal Nature - Other (please specify):*
What is your fiscal year-end date:
How long have you been in business:*
Please provide a brief description of the nature of your business:*
What type of business related services can we assist with? (Please check all that apply):*
Services - Other (please specify):*
Is there any other relevant information you wish to provide at this time:
Name of Deceased:*
Date of Death:*
What was your relationship to the deceased:*
Relation - Other (please specify):*
Are you the Executor or Administrator of the Estate:*
What is the year of the last T1 Income Tax Return which you filed:
What are your sources of income? (Please check all that apply):*
Income sources - Other (please specify):*
Please provide a brief description of why you require the services of an accountant:*