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Tell Us About You: The Basics

Let's get to know you better. Provide your basic personal details to help us tailor our services to your needs.

Your Full Name *

Your Email Address *

Street Number *

Street Name *

City *

Province: Two-letter provincial
abbreviation*

Postal Code: Full postal code in uppercase,
without spaces*

Your Phone Number *

What is your Date of Birth *

Your Social Insurance Number

Your HST number, (if applicable)

What is your Citizenship Status

A

Canadian Citizen

B

Permanent Resident

C

Temporary Resident

D

Foreign National

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Your Better Half: Spouse Details

If applicable, please share some information about your spouse to ensure comprehensive tax planning.

Her/His Full Name

Her/His Email Address

What is Her/His Date of Birth

Her/His HST number (if applicable)

What is her/his Citizenship Status

A

Canadian Citizen

B

Permanent Resident

C

Temporary Resident

D

Foreign National

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Adding Other Family Members:
Dependent Details

If applicable, please tell us about your dependents.
This helps us understand your household and optimize your tax benefits.

Their Full Name	Their Relationship	Their SIN Number	Their Date Of Birth	Their Email "for future electronic signatures"

Paperwork and Permissions: Final Steps

Provide necessary documents and consent for electronic communications to complete your personal tax intake.

Please provide a copy of your recently filed tax returns and notice of assessments.

I consent to receive electronic communications from Golstone CPA about our services, news, and other valuable information.

YES

NO

How did you hear about Goldstone?

Describe any specific accounting or tax issues you are facing:

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Tell Us About You: The Basics

Your Better Half: Spouse Details

Adding Other Family Members: Dependent Details

Paperwork and Permissions: Final Steps

Thank You!

Adding Other Family Members:
Dependent Details