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.
Request a Quote Let's start preparing a quote for you. Please provide as much information as possible as it helps saving time for further information requests from our side.
Services you require(Required) Please check all the services you require from Maroof HS CPA Professional Corporation
Individual Income Tax Services - Canada Let's collect information about your Canadian taxes.
Individual Income Tax Services(Required) Please select as applicable to your situation
Information Slips 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.
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.
T5008 - Securities Transactions Since you are holding T5008, 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 Do you have business income, professional income or self-employment income?
It includes any unincorporated business. Please answer yes, if you have been issued a T4A as an independent contractor working for some other business.
More information about your business, professional or self employment income Based on your selection above, we need more information. Please make appropriate choices as the costs vary significantly depending on the volume of transactions.
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.
Rental Income Do you have rental income
More information about your rental operations Please make appropriate selections, you can choose multiple.
Other Common Tax Situations Please select if any of the below applies to you
Principal Residence Your home: If you sold it or changed the use of it, please make an appropriate choice here.
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 closed 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 SPOUSE (and Dependents) Filing Are you looking for a quote for spouses or dependents as well?
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? Include the information in this space as you have seen 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 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.
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 Zoom 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 price of our services.
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 / 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 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 Zoom meetings. If you require a written tax memo, please indicate below so that a correct estimated time is quoted.
U.S. income tax (and X-Border income tax) Let's gather some more information.
U.S. income Tax Services(Required) Please choose what area of the U.S. taxes are needed.
Your U.S. Tax Residency Status & Return type(Required) Please select the most appropriate option. If you are unsure, you can still choose, and we can help you determine the right choice.
CHOOSE ONE ONLY
Separate or Joint Filing(Required) Is it a Joint filing? Please note that 1040NR filers cannot choose joint filing even if they are married. They must file separately.
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 Please select as applicable to you:
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.
U.S. Business and Corporate Taxes(Required) 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 Zoom meetings. If you require a written tax memo, please indicate below so that a correct estimated time is quoted.
Correcting U.S. Non-Compliance(Required) 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?(Required) Please make the appropriate selections.
Reason / Causes of your non-compliance(Required) Causes or reasons for non-compliance can help us understand the appropriate program for you.
More details(Required) 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.
U.S. EIN Applications Apply for an Employer identification number (EIN) for a Canadian Corporation or a partnership.
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.
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.
Non Resident Income Tax Services Non-Resident Income Tax Services(Required) NR withholding Did anyone withhold any amounts on rental income or other Canadian-sourced income?If yes, please let us know if you have NR4 or you would like us to issue NR4 for you.
Selling Canadian Real Property Please check as applicable to you
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?
Business Incorporation & Registration We can incorporate a business in the jurisdictions: Federal and Ontario. We do not assist with other provinces.
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
