Name(Required)
Please provide your name
Purpose of Contacting Us(Required) Please choose an appropriate option that reflects your purpose of contacting us, so that we can direct you accordingly. Choosing the wrong option may result in a missed or delayed response.
PLEASE NOTE:
Information requests using this option means if you are interested in our services and not sure if we offer those services or not.
Please do not use this option to ask casual tax questions. As part of our risk management policy, we only offer tax consultations when there is an active engagement between the client and the firm.
You must request a quote if a tax consultation is needed.
Services you require(Required) Please check all the services you require from us. You can select multiple as it applies to you.
This form will expand based on your selection. If you later on decide to uncheck a selection, you may loose the data related to that option.
It may look overwhelming to provide detailed information, however, it avoids any back-and-forth between us. Kindly provide as much information as you can provide.
Individual Income Tax Services Please select as applicable to your situation
Your residency Status Reporting requirements vary depending on your residency status. If you are looking for multiple years of filing. You can use the space below to quickly mention residency status for those years as well.
SPOUSE (and Dependents) Filing Are you looking for a quote for spouses or dependents as well? If yes, please continue completing this request form and provide information for both of you. You can use the space provided at the end of this form to provide a quick overview.
Nonresident of Canada (or Deemed Nonresident) Please choose all the options that apply to you.
Information Slips (Canadian) Please check below what information slips are you holding. If you have multiple slips such as multiple T4s, please do mention the number of slips in the space provided after.
Information Slips (Nonresidents) If anyone has issued any of these information slips to you, kindly select them.
Does any of below income sources apply to you? These are very common situations that apply to majority of taxpayers in Canada. This information affects the costs of tax preparation.
Capital Gains/losses OR T5008 - Securities Transactions Since you are holding T5008 or you selected that you had capital gains or losses, it indicates you trade in stocks and other securities. Tax returns with securities transactions can take more than usual time, it is very important that you check 'all' the options here to avoid any additional charges later on.
Cryptocurrencies, NFTs and other digital assets Please check below as applicable to you.
Business, professional or self employment income Kindly select as it applies to you.
More Information about your business, professional or self employment income If you'd like to provide more information about your self-employment income, please use the below space.
Certificate of Compliance Please select all as it applies to your situation.
Sec 116 Certificate of Compliance Please provide the date of closing, the city and province where the property is located. If any past Section 216 tax returns or UHT2900 are overdue, provide information about that.
Sec 116 Income tax return Please let us know where the property is located. Confirm that you have certificate of compliance issued by the CRA. Also mention if spouse is a joint owner, or the property was ever rented.
Rental Income - Rental property located in Canada Please make appropriate selections, you can choose multiple.
Rental Income - Rental property located outside Canada Please let us know, how many rental properties and where are they located (country). If spouse is a joint owner, also indicate it here.
T2200 - Employment expenses You indicated that your employer has issued a T2200 Declaration of conditions of employment. Please select what potential expenses are indicated on the T2200.
Other Common Tax Deductions Please select if any of the below applies to you. Note this is not an exhaustive list. You can use the space at the end of the form if you want to add more information.
Other Life Events These life events can cause changes to the tax situation. Kindly use the space at the end of the form to provide more information.
Principal Residence Your home: If you sold it or changed the use of it, please make an appropriate choice here.
Foreign Income or Properties Do you have at any time foreign assets located outside Canada, generated foreign income, or have interests in foreign corporations, partnerships, or trusts? Foreign here means 'Outside Canada'.
Selections: Foreign income and properties If you have assets located outside Canada, please select form the below as applicable to you. Foreign assets and income can affect tax preparation cost significantly. If not sure, choose the closest option and leave a note in the free space.
More information - Foreign properties / income Please provide more information about your foreign income or properties. For example, what kind of property is it (real estate, investments, partnerships or corporations)
Complex But Common Tax Issues Information about spouse and dependents Please use the below space to provide information about your spouse and dependents. How many dependents? What information slips they are holding and what tax situations are applicable to them? Confirm if that information is already included above?
Emigrants Information You indicated you left Canada. Leaving Canada is a major tax event for a taxpayer, therefore, it is important that you select all as they apply to you.
Investment Accounts at Departure You indicated that you had investment accounts at the time you left Canada. Assets in 'non-registered accounts' might be subject to deemed disposition at departure. The volume of assets in these accounts is a significant cost factor. From the below list, please checkmark all those as it applies to you. No. of assets is important, it's the individual asset or company, not the qty of each company's stock. For example, if you had 10 shares of apple, and 20 shares of microsoft, enter 2.
Any other information Please use this to provide any other information you might think is important for us related to departure tax.
Newcomers, Immigrants or Returning Canadians Kindly make an appropriate choice. Reporting requirements differ when someone moves for the first time to Canada as compared to someone who returned.
More information about newcomers or returning residents Please let us know little but more about your move to Canada. For example, the country you moved from, and timing and duration of stay in Canada.
Tax Planning (or Consultation) You are requesting tax consultation, planning or advice.
Please note that:
Tax consultations for existing clients (or active engagements)
If you are requesting tax preparation, the tax consultation and advice may not be chargeable at all as all the clients have access to ask questions during the tax preparation process. Such a consultation is limited to the issues mentioned in the quote request and a tax preparation meeting is scheduled after the retainer is paid.
Tax Consultations – One-off for new clients
If you are not an existing client, you can request a one-time paid consultation or advice. We charge on hourly basis for such an advice.
For paid consultations:
You will receive an invoice after the availability is confirmed by a team member, however, the appointment confirmation is provided once the invoices are paid. You can have either an in-person or virtual meeting.
You must complete an intake form before the meeting. For privacy reasons, we do not allow the recording of Teams meetings. If you require a written tax memo, please indicate below so that a correct estimated time is quoted.
Corporate Income Tax Canada Activities of Corporation What does this corporation do?
Corporate income tax services(Required) Tax Year End(s) Please enter the tax year end below. Date your fiscal year ended for tax purposes in Canada. If more than one year, please click "+" to enter more.
More information about Corporation's Activities Please check all as applicable to you.
Bookkeeping Status of Corporation Please let us know more about the status of your books and the bookkeeping, this affects the tax preparation costs.
Your bookkeeping needs Please let us know, how many bank accounts and credit cards do you have, and how much is the volume of transactions. You do not have to be precise about the number of transactions, a rough estimate is fine. For example, you can write I have 2 bank accounts and 2 credit cards. During the year, my corporation had around 4,000 bank transactions and 2,000 credit card transactions. Please DO NOT skip this information.
Bookkeeping performed by an accounting professional You indicated that you are an accounting professional or have an understanding of financial statements.
DIY Bookkeeping Information Please provide more information. Where the help is needed in your D-I-Y bookkeeping. Please provide as much details as possible to avoid surprised invoices in the future.
GST/HST Return for the corporation Information Returns - To Be Filed More information on information returns Please provide information on how many employees, contractors or shareholders that will require information slips filing. For T1135, T1134 and T106, please explain your foreign assets, affiliates, income and transfer pricing details .
Financial Statements - Compilation Report (formerly known as Notice to Reader)(Required) Please note that a Compilation engagement report (or Notice to reader) is not required for a Corporate tax return. Its optional but it can increase the cost of tax preparation significantly for you. If you select 'No' any document equivalent of Balance sheet and income statement will be labelled for respective GIFI schedule number.
Tax Planning & Advice You indicated that you need tax planning and advice. Please select some of the common tax situations from the list below. If you do not see the one applicable to you, please use the space provided next.
Corporate tax planning (provide details) You are requesting tax consultation, planning or advice.
Please note that:
Tax consultations for existing clients (or active engagements)
If you are requesting tax preparation, the tax consultation and advice may not be chargeable at all as all the clients have ability to ask questions during the tax preparation process. Such a consultation is limited to the issues mentioned in the quote request. As a reminder, a tax preparation meeting is scheduled after the retainer is paid.
Tax Consultations – One-off for new clients
If you are not an existing client, you can request a one-time paid consultation or advice. We charge on hourly basis for such an advice.
For paid consultations:
You will receive an invoice after the availability is confirmed by a team member, however, the appointment confirmation is provided once the invoices are paid. You can have either an in-person or virtual meeting.
You must complete an intake form before the meeting. For privacy reasons, we do not allow the recording of teams meetings. If you require a written tax memo, please indicate below so that a correct time-based estimate is quoted.
U.S. income Tax Services(Required) Please choose what area of the U.S. taxes are needed.
Your U.S. Status US Citizens U.S. citizens are subject to an overwhelming reporting requirements, it is important that we understand your exact situation. If you are requesting preparation for more than one tax year, you can indicate the status for the tax years at the end of this form.
US Green card holders U.S. green card holders are subject to an overwhelming reporting requirements, it is important that we understand your exact situation. If you are requesting preparation for more than one tax year, you can indicate the status for the tax years at the end of this form.
US Status (Non-Citizens, No Permanent residency in US) Help us understand your situation. If you are requesting preparation for more than one tax year, you can indicate the status for the tax years at the end of this form.
Separate or Joint Filing (Filing Status) If you are married, you cam do joint filing. Please select
Moved to the U.S. You are a dual-status alien for the year when you move to the U.S. Even if you are married, you must file separate tax returns unless 6013(g) election is filed. Below information helps us in determining your reporting requirements.
U.S. Information slips or forms Do you have U.S. Slips, or forms? For example, W2, 1099s, K-1s, 1042S or others If yes, please provide information below. Use"+" to add more items. If No, you can skip and move forward.
More information (US Persons) Please select as applicable to you. You can select more than one.
Nonresidents aliens - More information Please select all that applies to you and then provide further information on your selection at the end of the form.
CFC's details Please select "ALL" as applicable to you. CFC here means Controlled foreign corporation, it could be a Canadian corporation or in any other country.
CFCs and 5471 filings - Optional information You indicated that form 5471 is required or you have a CFC. Form 5471 is cost intensive, therefore, it is important that you provide any information that you find is important.
FBAR and/or 8938 - Foreign assets Please provide more information. No. of assets, investment accounts, bank accounts and other foreign assets that may require FBAR and/or 8938 filings. Simply use this space and let us know the maximum value of those accounts in aggregate and we can help with filing requirement.
PFICs Based on your selections, you may have PFIC filing requirements. Please select "ALL" as it may apply to you.
Please explain your tax situation Based on the selection made in the more information section above, please provide more information. For example, the number of 1099s, volume of stock trading transactions, and the number of Canadian corporations that can cause multiple 5471 filings. If you hold TFSA, RESP, Canadian mutual funds, or ETFs, please provide the number of these accounts as they affect the quote.
For corporate taxes, or one time consultations, please provide as much details as possible.
Cross Border Tax Advice You are requesting tax consultation, planning or advice.
Please note that:
Tax consultations for existing clients (or active engagements)
If you are requesting tax preparation, the tax consultation and advice may not be chargeable at all as all the clients have access to ask questions during the tax preparation process. Such a consultation is limited to the issues mentioned in the quote request and a tax preparation meeting is scheduled after the retainer is paid.
Tax Consultations – One-off for new clients
If you are not an existing client, you can request a one-time paid consultation or advice. We charge on hourly basis for such an advice.
For paid consultations:
You will receive an invoice after the availability is confirmed by a team member, however, the appointment confirmation is provided once the invoices are paid. You can have either an in-person or virtual meeting.
You must complete an intake form before the meeting. For privacy reasons, we do not allow the recording of Teams meetings. If you require a written tax memo, please indicate below so that a correct estimated time is quoted.
US Business (and Corporate taxes) U.S. Business & Corporate Income Taxes(Required) Please select the services you require, and then provide the details in the space provided next.
More on your U.S. Business taxes needs Please provide as much details as possible.
CRA - Voluntary Disclosure Program Select all that applies to you Explain your situation (VDP)
Correcting U.S. Non-Compliance Please make selections as applicable to you. Based on your selection, we may be able to either provide a quote right away or request more information from you.
Have IRS already contacted you? Please make the appropriate selections.
Reason / Causes of your non-compliance Causes or reasons for non-compliance can help us understand the appropriate program for you.
More details Please provide as many details as possible. For example, how many tax returns were not filed? What kind of foreign assets did you have? etc.
The cost of obtaining an EIN for a Canadian Corporation or a Partnership is as below:
USD195 + HST/GST (3-7 business days)
USD 325 (1-2 business days)
If you'd like to proceed, please provide information about the Canadian business and the details of activities in the space provided next for invoicing purposes.
Who is applying for EIN? EIN Applications Please provide the information for invoicing purposes: Corporation or Business's name, address with postal code.
U.S. ITIN Applications CAA services The cost for an ITIN application when the tax return is prepared by us is CA$199 if you are holding a Canadian passport. For passports issued by other countries, there are additional charges.
We shall prepare a quote for the tax return preparation and will confirm the charges after this submission. You must come in person to our office with your original passport.
Before you complete anything further, please select US tax preparation and complete US tax preparation area as well.
Please explain your tax situation based on the above selection
Compilation Engagement Report What is your basis of accounting?(Required) Have you filed your corporate tax returns (T2) for these years?(Required) Who is going to use this Compilation Engagement Report?(Required) Let us know some more details Please provide the Gross revenue and Net Profit of the corporation. Also, let us know the nature of business.
Business Plan, Financial Projections & Forecasts from Innovation Hub What are you interested in?(Required) What is the Purpose?(Required) Explain your business...(Required) Please let us know a little more details about your business. Is it an existing business or a new business idea? What are your products and services? Where do you want to sell? How much funding is needed, both internal and external?
Choose Only One(Required) Who will be the owners? Please let us know who the beneficial or ultimate owners of this corporation will be.
Provide more information about your needs...(Required) Please also explain who the owners will be and what activities are they going to undertake in Canada. Even if the shareholder is a U.S. corporation, please mention who the ultimate shareholders are.
Other Unspecified Services Other Services(Required) You chose other from the above, please let us know how we may be able to help you.
More Information is Required What information are you requesting? Thank you very much for reaching out.
We want to know more about your requirements; therefore, a quote request may be the best way. Alternatively, you can use the space provided below to pass a message and we can request further information by email.
Provide more details(Required) Please provide more details
Career If you are looking for career opportunities, please visit our careers page or send an email with your resume to Canada@Maroofhs.com
