Next Steps

What do you need help with?*

—Please choose an option—Canadian Tax & BookkeepingUS Personal TaxUS Corporate Tax

Name*

1.  How much do you have on your plate on a day-to-day basis?*
I’m stretched thin most days.Juggling many things but still okay.I’m relaxing.

2.  If there were one thing I had to choose, it would be:*
Peace of MindSaving the most tax

3.  When I am shopping, price is:*
Not all that importantSomewhat importantThe most important

4. Do you worry about an audit from the tax man?*
A lotSomewhatNot at all

5. How caught up are you on collecting cash from your customers (for business clients only)*
I am frequently chasing up on late customersSome of my customers are on time, but others are late100% of my customers pay on time or in advance

6.  Here’s a quick look at our starting prices. Do these align with your budget?*

• - 1200 for Corporate Taxes

• - 1000 for Cross Border Personal Taxes

• - 350 per month for Bookkeeping

Yes, I agree these starting prices fit my budget.No, I’d like to cancel my free call.

Note: Your first Discovery call is FREE.

7. What concerns you the most about your current tax/accounting situation (or your current accountant)?*