Client Intake Form — Grenier Group CPA

Grenier Group CPA Prompt. Proactive. Collaborative.

Please complete all applicable sections below. Your information is kept strictly confidential and is used solely to prepare your tax filings and maintain your client record. Fields marked * are required.

Contact Information

Salutation

First Name *

Last Name *

Preferred Name

Email Address *

Phone Number *

Date of Birth *

Social Insurance Number (SIN) *

Services Required *

Personal Tax Corporation(s) Partnership(s) Family Trust(s) Deceased Individual

Your Address

Used for your file and, unless you give the business its own address below, for the business too.

Street Address

City *

Province *

Country *

Postal Code *

My mailing address is different than my street address

Personal Tax Details

Marital Status *

Your Most Recent Filed Personal Tax Return

Corporation(s)

How many corporations do you have?

Partnership(s)

How many partnerships do you have?

Family Trust(s)

How many family trusts do you have?

Deceased Individual

Full Name of Deceased *

Date of Death *

Client team *

Select your primary advisor. Required so your file is assigned to the right team member.

Additional Comments or Questions