Drop-Off Service Form First Name: *Middle Initial:Last Name: *Address *CityState/ProvinceZIP / Postal CodePhone *Is this a cell phone? *YesNoBest time to call: *Morning (9 AM - 12 PM)Afternoon (12 PM - 5 PM)Evening (5 PM - 8 PM)Email Address *Preferred contact method: *PhoneEmailDate of Birth (yyyy/mm/dd): *Marital Status on December 31: *SingleMarriedCommon LawWidowedDivorcedSeparatedDo you have any dependents? *YesNoSpouse/Common Law Information (if applicable)First Name: *Middle Initial:Last Name: *Date of Birth (yyyy/mm/dd): *Net Income: (if not filing together) $ *Disabled? *YesNoDependant Information (if applicable)– living at the same addressFirst NameLast NameDOBRelationNet IncomeDisabled ?YesNoFor which tax year(s) would you like us to prepare a return? *Did you sell a residence, home, or any property during the tax year? *YesNoHave you claimed bankruptcy in the past two years? *YesNoAre you self-employed or do you own your own business? *YesNoBusiness InformationBusiness Name: *Do you own 100% of the business? *YesNoIs the business incorporated? *YesNoNature of Business ? *Do you file GST? *YesNoRegistered with WorkSafeBC? *YesNoRunning payroll? *YesNoHow many employees? *Do you have foreign income? *YesNoDo you have any RRSPs or other investments? *YesNoDo you own any rental properties? *YesNoDo you have employment expenses to claim? *YesNoDo you have any of the following receipts?DaycareMedical expensesDonationsPolitical contributions(Receipts must be provided with dropped-off materials)Do you pay or receive support? *PayReceiveNoneIf yes, what kind of support?ChildSpousePlease provide any additional information:How did you hear about us? *Google SearchNoticed Business LocationSocial MediaFrom a FriendAre you filing U.S. taxes? *YesNoAny gambling winnings or losses (lottery, bingo, raffles)? *YesNoPaid any estimated taxes? (If yes, specify dates/amounts.)Required to file FBAR? (Foreign accounts over USD 10K.) *YesNoHave a copy of last year’s U.S. tax return? *YesNoHave a copy of this year’s Canadian tax return? *YesNoU.S. bank account for direct depositBank name *Routing Number *Account Number *Type of Account *Select the Lead Tax branch closest to you.Click here to select1100 Davie Street, Vancouver2137 Commercial Drive, Vancouver441 Seymour St, Kamloops TAP TO SUBMITPlease do not fill in this field.
