Terms of Service

  1. Services Provided

Tax Wise (“we,” “our,” or “us”) provides professional tax preparation services, including but not limited to personal tax returns, business HST filings, and related advisory services. 

  1. Client Responsibilities

To ensure accurate and timely tax preparation, you agree to:

  • Provide complete and truthful financial information, including income, deductions, and credits.
  • Respond promptly to any requests for additional information.
  • Review the prepared tax return for accuracy before signing the T183 form.
  1. Accuracy & Liability
  • We prepare your tax return based on the information provided by you. We are not responsible for errors or omissions in your records.
  • You are responsible for the accuracy of the information submitted and for maintaining supporting documentation.
  • You are responsible for responding to any CRA communication, including review letters. If you need help with this, you can email us for support.
  • We do not guarantee any specific tax outcome, including refunds or reductions in tax liability.
  • In the event of an audit or reassessment, we are not responsible for penalties or interest imposed due to errors, omissions, or misrepresentation of your financial information.
  1. Fees & Payment
  • Fees for tax preparation services are based on the complexity of your return and are outlined here: Tax Preparation Services – Tax Wise
  • Submitting your documentation through this intake form constitutes your agreement with the prices outlined and your duty to pay all associated fees involved with preparation. 
  • Payment is due upon completion of services and before filing.
  • Unpaid balances will result in withholding of filing services until payment is received.
  • Engaging our services and not paying for that work, will mean that no further tax work will be completed without a deposit. Amount of that deposit is to be determined on a case by case basis. 
  1. Engagement & Termination
  • This agreement is valid for the tax year in which services are rendered.
  • Either party may terminate services at any time. However, fees for completed work remain due.
  • If you fail to provide required documentation within a reasonable timeframe, we reserve the right to close your file without completing the return and to potentially refuse future service. 
  1. Confidentiality & Data Security
  • Your personal and financial information is kept strictly confidential and will not be shared without your consent, except as required by law.
  • We employ reasonable security measures to protect your data but cannot guarantee against all risks of unauthorized access.
  1. Limitation of Liability

To the fullest extent permitted by law, our liability for any claims, damages, or losses arising from our services is limited to the amount of fees paid for the specific tax preparation service provided.

  1. Acceptance of Terms

By engaging our tax preparation services, you acknowledge that you have read, understood, and agreed to these Terms of Service.

For questions or concerns, please contact us at hellotaxwise@gmail.com