Terms + Conditions

 

Thank you for the opportunity to work with you and advise you on income tax and financial matters.

The purpose of these terms is to set out a clear understanding of the nature of our involvement as the preparers of your financial matters and your responsibilities as the taxpayer.

It is understood and agreed that:

  • The accuracy of the information and completeness of the representations reflected in your return is your responsibility under the Income Tax Act. You affirm that the information supplied to us is, to your knowledge, correct and complete, and fully discloses all of your reporting requirements under the Income Tax Act.

  • You confirm that you have provided us with all income and deduction items to be included in your tax return and that they are correct and complete. You confirm that all sources of income have been disclosed, all deductions were incurred to earn income, and all credits claimed are supported by receipts.

  • If you owned certain property outside of Canada totaling more than $100,000 at any time during 2018, it may be necessary for you to declare such ownership in your tax return. There are substantial fines and penalties for non-compliance.

  • You are not aware of any illegal or possibly illegal acts for which you have not disclosed to us all facts related thereto.

  • We will not audit, review or otherwise attempt to verify the accuracy or completeness of any information provided. It is up to you to provide us with accurate and complete information necessary to prepare your personal income tax return.

  • If requested by you, we will assist you in providing additional information or explanations related to our preparation of your return should any taxation authorities subsequently request it.

Fees

The fees for our services will be based on time spent on the engagement at our standard billing rates and are due when services rendered.

Confidentiality

We will maintain in confidence the information you give us. Accordingly, without your consent, your personal information will not be disclosed to individuals outside our firm or used by anyone in our firm other than those who are involved in preparing your tax return and/or providing related services.