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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 *
Unit/Suite/Apt, if applicable
Street Number *
Street Name *
City *
Province: Two-letter provincial
abbreviation*
Select one...
AB
BC
MB
NB
NL
NS
NT
NU
ON
PE
QC
SK
YT
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 Marital Status
A
Single
B
Married
C
Divorced
C
Separated
C
Widowed
D
Common-law
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 SIN Number
Their Date Of Birth
Their Email: for future electronic signatures
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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 Goldstone CPA about our services, news, and other valuable information.
YES
NO
How did you hear about Goldstone?
Select one...
Referral
Online Search
Social Media
Advertisement
Other
Describe any specific accounting or tax issues you are facing:
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Thank You!
Thank you for providing your information. A member of the Goldstone team will contact you shortly to complete the onboarding process. Please click “+Add New Onboarding” to onboard other corporations or personal accounts
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