Number Crunchers® Tax Needs Assessment

In order to better determine your needs and how we can help you, please fill in this questionnaire.

25 Questions

✓ Valid

Are you a Canadian citizen?*

Do you own property over $100,000 outside of Canada?*

Are you a U.S. citizen?*

Do you have children under 18 years of age?*

Are you a caregiver to someone over 18 years of age who's disabled?*

This could include a child, parent, or sibling.

Are you self-employed?*

Do you own rental property?*

Do you do investing outside of an RRSP or TFSA?*

Have you moved in the current tax year?*

Are you a student?*

Are you an apprentice or tradesperson?*

Do you have a copy of last year's tax return as a PDF?*

Do you have a copy of last year's notices of assessment from Canada Revenue Agency as a PDF?*