Terms and Conditions

ENGAGEMENT LETTER

This engagement only pertains to the (year(s)) tax returns and does not include any additional returns you may be required to file with the CRA.
We will prepare the tax returns based on your information and documents.
You are responsible for providing us with timely and complete information and documentation to prepare your returns.
 

We may ask you to clarify certain items you furnish, but we will not audit or verify any of this information. Therefore, our engagement cannot be relied upon to disclose errors, embezzlements, fraud or other illegal acts should they exist.
However, we will inform you of such matters that come to our attention.
Your cooperation and timeliness are essential for us to complete this engagement.
 

The law provides various penalties and interest that may be imposed on taxpayers for underestimated tax liability. Please contact us if you would like more information on the amount or circumstances of these penalties.

Your returns may be selected for review by the CRA. If your tax return is selected for examination or audit, you may request that we assist you in responding to such inquiry. In that event, we would be pleased to discuss providing assistance to you under the terms of a separate engagement for that specific purpose.

Any proposed adjustments by the examining agent are subject to certain rights of appeal. In the event of such a government tax examination, we will be available upon request to represent you and render additional invoices for the time and expenses incurred, if applicable.
In addition, you may request that we perform additional services not contemplated by this engagement letter.
 

Engagements for additional services may necessitate that we amend this letter or issue a separate engagement letter to reflect the obligations of both parties. In the absence of any other communications from you requesting such additional services, our services will be limited to and governed by the terms of this engagement letter. Although we can provide you with tax planning advice, we are not obligated to provide it unless you specifically request it.

Each Party states that he, she, or it has read this Agreement, has obtained the advice of counsel if he, she, or it so desired, understands all of this Agreement, and executes this Agreement voluntarily and of his, her, or its own free will and accord with full knowledge of the legal significance and consequences of this Agreement.

To confirm that you agree with the services and terms of this engagement, please sign where indicated at the bottom of this letter and return one signed copy to us. If we do not receive the executed copy of this agreement from you, receipt of your tax return data (and/or organizers for Individuals) will acknowledge your acceptance of the terms of this agreement.

Please contact us if you have any questions regarding these requirements or provisions.