These Terms of Service govern your access to and use of the tax advisory and related services provided by Maple Ledger Tax Advisory Inc. By engaging, accessing, or using any services provided by Maple Ledger Tax Advisory Inc., you agree to be bound by these Terms of Service and all applicable laws and regulations in Canada, including applicable federal and provincial laws and regulations. If you do not agree with these Terms, you must not use the services.
1. Introduction and Acceptance of Terms
These Terms of Service (“Terms”) constitute a legally binding agreement between you and Maple Ledger Tax Advisory Inc., having its principal place of business at Suite 402, 1188 West Hastings Street, Vancouver, BC V6E 4S7, Canada (“Maple Ledger Tax Advisory Inc.,” “we,” “us,” or “our”).
By retaining our services, communicating with us, submitting information or documents, or otherwise engaging with Maple Ledger Tax Advisory Inc., you represent that you have read, understood, and agree to these Terms. If you are acting on behalf of another person or entity, you represent and warrant that you have the authority to bind that person or entity to these Terms.
Our services are intended for use by clients in Canada and for matters governed by Canadian tax and related regulatory requirements, unless expressly agreed otherwise in writing.
2. Scope of Services
Maple Ledger Tax Advisory Inc. provides tax-consulting services, which may include the following:
- Personal income tax preparation and filing;
- Small business tax planning and advisory;
- Corporate tax return support;
- GST/HST registration and compliance;
- Payroll tax guidance and remittance support;
- CRA audit support and correspondence assistance; and
- Year-round tax planning consultations.
Our services are advisory and compliance-support services only. Unless expressly stated in writing, we do not provide legal representation, accounting attest services, investment advice, insurance advice, or services reserved by law to regulated professionals. Any filing, submission, or correspondence with the Canada Revenue Agency (“CRA”) or other authorities may be performed on your behalf only to the extent authorized by you and permitted by law.
We may rely on information and documentation provided by you. We do not independently verify all information provided by clients unless specifically agreed in writing. The accuracy, completeness, and timeliness of the information you provide are essential to the quality of our services.
3. User Obligations and Responsibilities
You agree to:
- Provide complete, accurate, current, and truthful information and supporting documents;
- Promptly notify us of any changes to your personal, business, financial, or tax-related circumstances;
- Retain copies of all original records, receipts, invoices, source documents, and correspondence;
- Review all tax returns, forms, elections, applications, and filings prepared or submitted on your behalf before approval or filing, where applicable;
- Ensure that you understand the consequences of any positions taken on tax filings and confirmations you provide;
- Respond promptly to requests for information, signatures, approvals, or clarifications;
- Comply with all applicable tax filing, payment, and reporting obligations; and
- Use our services only for lawful purposes.
You acknowledge that tax laws and CRA administrative practices may change, and that our services are based on the facts and law known at the time of service. You are responsible for providing instructions and authorizations where required, and for making final decisions regarding the filing of your returns and other submissions.
You must not provide us with fraudulent, misleading, or incomplete information. We reserve the right to suspend or terminate services if we suspect unlawful conduct, misrepresentation, or failure to cooperate.
4. Payment Terms and Conditions
Fees for services will be communicated in advance, either through a written engagement letter, invoice, estimate, service package description, or other written communication from Maple Ledger Tax Advisory Inc. Fees may be fixed, hourly, retainer-based, or otherwise agreed upon depending on the nature and complexity of the services.
- All fees are due in accordance with the terms stated on the invoice or engagement letter.
- Where applicable, taxes such as GST/HST will be added to fees in accordance with Canadian law.
- Additional charges may apply for expedited work, extensive correspondence, missed appointments, rework caused by incomplete or inaccurate information, and out-of-scope services.
- We may require a retainer or advance payment before commencing or continuing services.
- Failure to pay outstanding amounts when due may result in suspension or termination of services, without prejudice to any other rights or remedies available to Maple Ledger Tax Advisory Inc.
Unless otherwise agreed in writing, invoices are payable upon receipt. Any estimate provided is not a guarantee of final cost unless expressly stated as a fixed fee. If a dispute arises regarding an invoice, you must notify us in writing within a reasonable time after receipt of the invoice, specifying the basis of the dispute.
5. Cancellation and Refund Policy
You may cancel services by providing written notice to Maple Ledger Tax Advisory Inc. Cancellation will be effective upon receipt of your notice, subject to the completion of any work already performed and any non-cancellable third-party costs incurred on your behalf.
- Retainers are generally non-refundable to the extent they have been applied to services already rendered or committed work.
- Refunds, if any, will be determined based on the portion of work not yet completed and may be reduced by administrative costs, completed work, and non-recoverable expenses.
- No refund will be available for services already completed, filings already submitted, or work made unavailable due to your failure to provide requested information in a timely manner.
- If we terminate services for cause, including due to non-payment, misrepresentation, or unlawful conduct, you remain responsible for fees accrued up to the termination date.
Because tax services often involve time-sensitive work and professional effort that cannot be reversed, all refund requests are reviewed on a case-by-case basis in accordance with applicable law and the applicable engagement terms.
6. Liability Limitations
To the fullest extent permitted by applicable law, Maple Ledger Tax Advisory Inc., including its directors, officers, employees, contractors, and agents, shall not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for any loss of profits, loss of business, loss of data, or loss of opportunity arising out of or relating to the use of our services.
Without limiting the foregoing, Maple Ledger Tax Advisory Inc. is not responsible for:
- Penalties, interest, reassessments, or other consequences arising from incomplete, inaccurate, misleading, or late information provided by you;
- Any acts or omissions of the CRA, financial institutions, courier services, software providers, or other third parties;
- Changes in tax law, CRA policy, or administrative interpretation occurring after advice is given or filings are completed;
- Delays caused by your failure to provide information, approvals, or signatures;
- Any reliance placed on advice outside the scope of our engagement or given without full disclosure of relevant facts.
Our total aggregate liability arising from or relating to services provided under these Terms, whether in contract, tort, negligence, breach of statutory duty, or otherwise, shall be limited to the amount of fees actually paid by you to Maple Ledger Tax Advisory Inc. for the specific service giving rise to the claim, except where such limitation is prohibited by law.
Nothing in these Terms excludes or limits liability that cannot be excluded or limited under applicable law, including liability for gross negligence, wilful misconduct, or other non-excludable liabilities under Canadian law, where applicable.
7. Intellectual Property Rights
All materials, documents, templates, methodologies, checklists, workflows, written content, and proprietary tools used or provided by Maple Ledger Tax Advisory Inc. remain the intellectual property of Maple Ledger Tax Advisory Inc. or its licensors, as applicable, except for your personal or business records and the final work product specifically paid for and delivered to you, subject to any applicable restrictions.
You are granted a limited, non-exclusive, non-transferable license to use our materials solely for your internal tax, compliance, and record-keeping purposes, unless otherwise agreed in writing. You may not copy, modify, distribute, resell, publish, or create derivative works from our proprietary materials without our prior written consent.
All third-party materials remain the property of their respective owners. Any data or documents you provide to us remain yours, subject to our rights to use them as necessary to perform the services and comply with legal obligations.
8. Data Protection and Privacy
Maple Ledger Tax Advisory Inc. collects, uses, discloses, stores, and safeguards personal information in accordance with applicable Canadian privacy laws, including applicable federal and provincial privacy legislation. We will use personal information primarily to provide tax advisory services, communicate with you, prepare and file documents, comply with legal and regulatory obligations, manage our business, and resolve disputes.
By engaging our services, you consent to the collection, use, and disclosure of your personal information as necessary for the provision of services and as otherwise permitted or required by law. This may include disclosure to the CRA, financial institutions, software providers, cloud hosting providers, courier services, and other third parties as required to perform services or comply with legal obligations.
We take reasonable administrative, technical, and physical safeguards to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
You are responsible for maintaining the confidentiality of any passwords, access credentials, or security codes you provide or that are used to access your accounts. If you believe your information has been compromised, you should notify us promptly.
9. Force Majeure
Maple Ledger Tax Advisory Inc. shall not be liable for any delay or failure to perform its obligations under these Terms where such delay or failure results from events beyond its reasonable control, including but not limited to natural disasters, fires, floods, pandemics, epidemics, war, terrorism, civil unrest, labour disputes, power outages, telecommunications failures, internet outages, government actions, regulatory changes, or failures of third-party systems or service providers.
Where a force majeure event occurs, our obligations will be suspended for the duration of the event to the extent affected, and we will use commercially reasonable efforts to resume performance as soon as practicable.
10. Changes to Terms
Maple Ledger Tax Advisory Inc. may update or modify these Terms from time to time to reflect changes in our services, operational requirements, or applicable law. Any updated Terms will be posted or otherwise made available to you and will become effective on the date specified in the updated version.
Your continued use of our services after the effective date of any revised Terms constitutes your acceptance of the changes. If you do not agree with the revised Terms, you must discontinue use of our services and, if applicable, notify us in writing.
11. Applicable Law and Jurisdiction
These Terms, and any dispute, claim, or matter arising out of or relating to them or the services provided by Maple Ledger Tax Advisory Inc., shall be governed by and construed in accordance with the laws of the Province of British Columbia and the federal laws of Canada applicable therein, without regard to conflict of law principles.
You irrevocably submit to the exclusive jurisdiction of the courts located in British Columbia, Canada, for the resolution of any dispute arising out of or relating to these Terms or our services, subject to any rights to seek relief in a different forum where required by applicable law.
12. Contact Information
If you have any questions, concerns, or notices regarding these Terms or the services provided by Maple Ledger Tax Advisory Inc., please contact us at:
- Maple Ledger Tax Advisory Inc.
- Suite 402, 1188 West Hastings Street, Vancouver, BC V6E 4S7, Canada
- Email: [email protected]
- Phone: +1 (604) 782-4958
Notices to Maple Ledger Tax Advisory Inc. must be sent using the contact details above, unless we notify you otherwise in writing. We may communicate with you by email, phone, mail, or other reasonable means using the contact information you provide.
13. Severability Clause
If any provision of these Terms is found to be invalid, illegal, or unenforceable by a court or other competent authority, that provision shall be severed to the minimum extent necessary, and the remaining provisions shall continue in full force and effect to the fullest extent permitted by law.
If any invalid or unenforceable provision can be interpreted in a manner that would make it valid and enforceable, it shall be interpreted accordingly, consistent with the original intent of the parties and applicable law.
By using the services of Maple Ledger Tax Advisory Inc., you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.