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.
Individual Income Tax Services - Canada
Let's collect information about your Canadian taxes.
If you'd like to provide more information about your self-employment income, please use the below space.
Please provide more information about your foreign income or properties. For example, what kind of property is it (real estate, investments, partnerships or corporations)
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.
Please use this to provide any other information you might think is important for us related to departure tax.
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
What does this corporation do?
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.
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.
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 .
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.
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.
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.
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.
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.
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.
Please provide the information for invoicing purposes: Corporation or Business's name, address with postal code.
U.S. ITIN Applications
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
Compilation Engagement Report
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
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.
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
You chose other from the above, please let us know how we may be able to help you.
More Information is Required
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.
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
Please do not submit this form.
