We appreciate the opportunity to work with you and advise you on income tax matters. Canada Revenue Agency (CRA) and Revenu Quebec impose penalties upon taxpayers, and upon us as tax return preparers, for failure to observe due care in reporting on your income tax returns. To ensure an understanding of our mutual responsibilities, we ask all clients for whom we prepare tax returns to read the following.
We will prepare your income tax returns based on the information that you provide to us. We will not audit or otherwise verify the data you submit, although we may ask you for clarification of some of the information.
It is our responsibility to prepare your tax return correctly according to the law and the information that you have provided. It is your responsibility to provide us with all the information required to prepare complete and accurate returns. You should retain all the documents, cancelled cheques and other data that form the basis of your income and deductions. These may be necessary to prove the accuracy and completeness of the return to CRA and/or Revenu Quebec. You have the final responsibility for the income tax return and, therefore, you should review it carefully.
By doing business with us, you agree that you will provide us with the accurate and complete information necessary to prepare your tax return. This includes informing us of all interests you held in foreign properties with an aggregate cost of more than $100,000 at any time in the year, as well as all income from any foreign properties regardless of their aggregate value and all income and transactions relating to non-resident trusts.
Our business respects the privacy of personal information, that is, information that identifies you as an individual, or that is associated with such identifying information. By engaging our services, you agree to provide personal information necessary for us to meet your service requests.
Before you provide us with any personal information on behalf of others, you agree that you will have obtained consent for collecting, using, and disclosing this information, according to privacy legislation.
CRA or/and Revenu Quebec may select your return for a review. Often, they request copies of your receipts and other times they may require a full audit. Any adjustments proposed by CRA or Revenu Quebec are subject to certain rights of appeal. In the event of such tax examinations, we will be available upon request to represent you.
All invoices are due and payable upon presentation.
Please feel free to call us with any questions or concerns at (514) 317-1736.
Thank you for your trust in our business.