Please read the following carefully:
Thank you for choosing K.P. Solutions (including Katie Pomeroy and any necessary staff or subcontracted parties) for your personal income tax preparation needs. This letter expresses the terms and conditions under which we will provide you with tax preparation services and outlines both parties’ responsibilities.
Your federal income tax return will be completed based on the information you provide. K.P. Solutions will not audit or verify the information you provide, apart from basic clarification. Any result or consequence due to false, inaccurate or incomplete information is the sole responsibility of the taxpayer. This includes, but is not limited to, additional taxes owing upon assessment/reassessment, and applicable penalties and/or interest.
Please refer to the personal tax preparation checklist provided, to help you to gather the necessary documentation. In providing the information, you are representing that it is complete and accurate, to the best of your knowledge. Additionally, the provision of client-prepared summaries represents that those items can be justified with supporting documentation, if required. You, the client, are ultimately responsible for the accuracy of your returns and are advised to review all documents before providing a signature. In the event that your return is not electronically filed, it is your responsibility to acquire postage and mail the paper return.
Fees for Services:
The base fee for your return is: $150+HST
All fees are subject to HST. Please Note: Additional fees may apply for special schedules or work related to the completion of such schedules (ex. T2125, T777, T776, T2091, etc)
Fees for the preparation of your income tax return are based on the current billing structure as well as the complexity of your return. All fees must be paid in full, and an electronic authorization form (T183) must be signed, before the returns will be electronically filed. In the event that your return is not to be electronically filed, all fees must be paid in full before the paper return will be provided to you. A retainer may be required for more complex returns, new clients, or previous clients who have had prior payment issues.
Additionally, travel time will be charged, at the current service rate of $85/hr for time spent for any services directly relating to the client including, but not limited to, picking up/delivering documents.
Any additional requests outside of the tax return preparation and filing will be billable at a rate of $85.00/hr with a minimum charge of 30 minutes per request. (ie. pulling Notice of Assessments from CRA, telephone conversations with CRA representatives, tax discussions and consultations, etc.) Any documentation requested by the client from K.P. Solutions could be subject to Identity Validation as per CRA security practices for electronic filers. Please see EFILE news and Program Updates for more information.
Fees can be paid by cash, cheque (addressed to K.P. Solutions), or e-mail money transfer sent to info@kpsbooks.com. When you receive your invoice there will also be the option to pay online via Credit Card.
All amounts unpaid after 30 days are subject to interest at 2% per month (24% per annum), calculated from the invoice date, on the total outstanding amount.
All personal tax returns are subject to review by the Canada Revenue Agency. If you receive correspondence indicating that your return has been selected for review that does not mean that there is a problem. It is advised that you contact K.P. Solutions promptly after you receive the correspondence so we can reply to the request in a timely manner, to avoid possible reassessment. If necessary, K.P. Solutions will assist with the correspondence to Canada Revenue Agency at the current rate of $85/hr for services at the time of the request.
K.P. Solutions will not be responsible for keeping copies of client documents. Clients are required to retain their records for a period of seven years. In the event that Canada Revenue Agency, or any other authorized institution, requests supporting documentation, which the client is unable to provide, it may cause claims to be disallowed which could result in a balance owing to the Canada Revenue Agency or other authorized institutions.
Online Security:
K.P. Solutions keeps up-to-date anti-virus and anti-malware software and secures PDF copies with password protection. No external encryption software is used, in particular regards to e-mail correspondence. Anything the client requests via e-mail will be responded to under the agreement that the client understands and accepts the risk involved with sending such information electronically. Any interception by third parties is not within the scope of liability and/or responsibility of K.P. Solutions. Cloud Storage: Information, documents or emails that the Client transfers or uploads using K.P. Solutions' Cloud Service Providers (Google Workspace and Financial Cents) may be stored in Canada or other countries as the Cloud Service Providers may decide. By using K.P. Solutions' Cloud Service Providers, the Client consents to the transfer, processing and storage of their information in such overseas locations, even though the privacy laws in those countries may be different than the Personal Information Protection and Electronic Documents Act (PIPEDA) of Canada. For detailed information on how Google complies with PIPEDA:Google Cloud & Canadian PIPEDA. For detailed information on Financial Cents Security: Financial Cents Security. K.P. Solutions will not be responsible for communicating any updates to the above noted policy. In addition, K.P. Solutions utilizes cloud based software and cannot be held responsible for any potential third party breaches.
The Client also acknowledges that K.P. Solutions in the course of their work may view or otherwise come into contact with information that is confidential in nature. K.P. Solutions agrees to keep such information in strict confidence and shall not, without prior written permission of the client (including e- mail), disclose such information to third parties or use such information for any purpose other than the performance of the agreed upon services. The Client agrees that no action can be taken against K.P. Solutions as a result of their viewing or contact with the confidential information, unless K.P. Solutions fails to honour their undertaking as defined in this paragraph.
