Tax Client Form

Full Name

Address

City

Postal Code

Home Phone

Cell Phone

E-mail

Date of Birth

SIN Number

Are you a Canadian Citizen

Yes

No

Marital Status

Spouse’s Name

Spouse’s DOB

Spouse’s SIN

Child’s Name(s)

Child’s DOB

Child’s Name(s)

Child’s DOB

Child’s Name(s)

Child’s DOB

Has your marital status changed in the past year? If so, on which date?

Have you sold a home in the past year?

Yes

No

Are you Self employed?

Years submitted (if not 2019)

Special instructions or additional information

Would you prefer contact by

Telephone

E-mail