form

1

2

3

4

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 *

Your Mailing Address *

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

back

3

4

Your Better Half: Spouse Details

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

Do you need Corporate Tax services as well?

YES

NO

Her/His Full Name *

Her/His email Address *

Her/His Phone Number *

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

skip

back

4

Family Matters: 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
Their Full Name *	Their Relationship	Their SIN Number	Their Date Of Birth	Their Email

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 Lekadir LLP about our services, news, and other valuable information.

YES

NO

How did you hear about Goldstan?

Describe any specific accounting or tax issues you are facing:

back

Submit

Tell Us About You: The Basics

Your Better Half: Spouse Details

Family Matters: Dependent Details

Paperwork and Permissions: Final Steps

Thank You!