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Tax Services Intake Form

Please complete the form below to determine eligibility and begin personal tax on boarding

Please complete a SEPARATE form for each person and each year of tax return to be completed.
(Ex. Complete the form for yourself AND then again for your spouse/children)

Full Name

Email

Tax year

Are you a new client?

Yes No

Are you in the province of Ontario?

Yes No

Are you self-employed?

Yes No

Do you have rental income?

Yes No

Do you have Cryptocurrency?

Yes No

Do you have foreign assets or investments with a cost value of over $100,000?

Yes No

We will not be able to complete your taxes!

We will not be able to complete your taxes!

Servicing Smiths Falls, Perth, Carleton Place, Almonte, Kemptville, Merrickville and the Ottawa Area.

613-283-7002 ext. 104

info@kpsbooks.com

91 Cornelia St W
Smiths Falls, ON
K7A 5L3

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Tax Services Intake Form

Please complete the form below to determine eligibility and begin personal tax on boarding

613-283-7002 ext. 104

info@kpsbooks.com

91 Cornelia St W Smiths Falls, ON K7A 5L3

91 Cornelia St W
Smiths Falls, ON
K7A 5L3