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Income Tax Preparation - Client Information Sheet

Download the Form for Offline Use

Individual #1

Name*

Date of Birth

Marital Status

Email*

Phone*

Individual #2

Name*

Date of Birth

Marital Status

Email*

Phone*

Child #1

Name

Date of Birth

Child #2

Name

Date of Birth

Child #3

Name

Date of Birth

Preferred method of contact*

This form will be submitted directly to our office.
Please tell us how you plan to get your income tax documents to us (i.e. fax, scan, drop box) and how we can expect to receive them.

Additional Notes

* Returning clients only need to complete the fields marked with an asterisk

14104 Belmont Rd., Belmont ON
P: 519.644.2641 | TF: 1.888.644.2641

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