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

Personal Tax Details

Street Address

City *

Province *

Country *

Postal Code *

My mailing address is different than my street address

Mailing Address (P.O. Box or Street)

Mailing City *

Mailing Province *

Mailing Country *

Mailing Postal Code *

Marital Status *

Spouse / Partner — Salutation

Spouse / Partner — First Name *

Spouse / Partner — Last Name *

Spouse / Partner — Preferred Name

Spouse / Partner — Email Address *

Spouse / Partner — Phone

Spouse / Partner — Date of Birth

Spouse / Partner — Social Insurance Number (SIN) *

Does your spouse / partner have a different mailing address?

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

Grenier Group — Your Primary Advisor

Additional Comments or Questions