Client Intake Form

Our Client Intake Online Form

HBT ACCOUNTING, CGA

Where did you hear about us? *

Referal

Internet Search

Other

Personal Information.

First Name *

Last Name *

Date of Birth *

SIN Number *

Addresss *

City *

Province *

ZIP CODE *

Email Address *

Phone Number *

Marital Status by end of Tax Year

Spouse Information.

First Name

Last Name

SIN Number

Date of Birth

Kids Information.

First Kid details

First Name

Last Name

Date of Birth

Second Kid details

First Name

Last Name

Date of Birth

Business Information.

Business Name

Street Address

City

Province

ZIP CODE

Phone Number

Business Number

Note or Comment