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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.
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Your Better Half: Spouse Details

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

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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