Forms & Checklists - CapitalQ

Forms & Checklists

If you’re coming in to see us to discuss your tax return, business or personal needs, taking the time to complete the appropriate checklist from this page CAN MAKE A BIG DIFFERENCE TO THE PROCESS …

If you can ensure we have all the information we need upfront, we can ensure our advice is based on the fullest understanding of your position and requirements, and ensure our work is completed fast, accurately and most importantly … cost efficiently.

What our customers say

Logo for Dr Chris Mitchell & Ms Kirsty Browne-Cooper
A significant medical invention with a potentially large international royalty stream was a great step towards financial independence, but we had no idea of how to manage the finances or tax implications.

CapitalQ guided us through the process of setting up a business including utilising Trust structures, resulting in a significant increase in the after tax financial returns from the invention.

They now care for our entire family’s tax issues and returns.

We could not be happier
Dr Chris Mitchell & Ms Kirsty Browne-Cooper

Dr Chris Mitchell & Ms Kirsty Browne-Cooper

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