Request A Quote Click here Click here Get started with the online form below to learn about our clear pricing and process. 1. Request a quote by completing a online form 2. Get a clear, all-in price from our team 3. Decide to make the change Let's get started! Name Phone number Email Incorporation date Most recent year a T2 was filed Company’s fiscal year end Brief description about the business Multi-jurisdictional operations NA Extra provinces In foreign countries Investments in foreign countries NA Shares of private company Real estate properties Stocks Mutual funds Other Number of shareholders Composition of shareholders One individual shareholder Multiple shareholders Family members A holding company Non-residents Other Associated companies (i.e. controlled by the same individuals) NoYes Number of bank accounts Foreign currency bank account NoYes Number of credit card accounts Company’s investments NA GIC Mutual funds Stocks Real estate Other Company’s real estate assets NA Rental – long term Rental- Short term Self-usage Other Company’s vehicle used by shareholders NA Financed Leased Company’s loans NA Bank loans Shareholder loans Vehicle loans Other Average number of invoices issued per month Estimated gross revenue per year Average number of purchase transactions per month Number of employees – Salary Number of employees – Hourly Number of sub-contractors (Construction business only) Frequency of payroll Bi-weekly Semi-monthly Monthly NA Frequency of GST returns Monthly Quarterly Annually NA Your accounting and tax needs Corporation tax returns (T2) GST returns T slips (T4, T5, T4A, T5018, NR4 etc.) Shareholder & family’s personal tax returns (T1) Payroll WCB Bookkeeping Notice-to-reader (NTR) report Review engagement Audit engagement Consulting and other engagement Incorporation certificate Most recent annual return CRA's registration letter (new company only) Prior year's T2 Prior year's accountant package Prior year's financial statements Prior year's trial balance Prior year's adjusting journal entries Send Foresight . Value . Results Contact Us
