Client Terms of Service
Effective Date: April 24, 2026
These Client Terms of Service govern the use of our website, client portal, communication channels, and professional services provided by Warren Accounting & Consultancy Professional Corporation (“Warren Accounting”, “we”, “our”, or “us”).
By engaging our services, uploading documents, signing proposals, making payment, or otherwise instructing us to act, you agree to these terms.
These Client Terms of Service govern the use of our website, client portal, communication channels, and professional services. By engaging our services, uploading documents, signing proposals, making payment, or otherwise instructing us to act, you agree to these terms.
1. Our Services
We may provide services including:
Personal tax return preparation (T1)
Corporate tax return preparation (T2)
Bookkeeping
Payroll services
GST/HST filings
Financial statements
Business advisory services
CRA correspondence assistance
General accounting support
Specific scope, fees, and deliverables may be confirmed separately by proposal, email, invoice, engagement letter, or written agreement.
2. Client Responsibilities
You agree to:
Provide complete, accurate, and timely information
Disclose all relevant income, expenses, assets, liabilities, and tax matters
Provide supporting records when requested
Review all returns and filings before submission
Inform us promptly of relevant changes
Keep copies of your own records
We may rely on information provided by you unless specifically engaged to verify it.
3. Deadlines
We make reasonable efforts to meet deadlines.
However, we are not responsible for delays caused by:
Late information
Missing records
Unresponsive clients
Third-party delays
Government outages
Last-minute submissions
Urgent work may attract expedited fees.
4. Fees and Payment
Unless otherwise agreed:
Invoices are due upon receipt
Deposits may be required before work begins
Final filings may be withheld until payment is received
Late payments may pause ongoing work
Applicable taxes may apply.
5. No Guarantee of Outcome
We do not guarantee:
Tax refunds
Reduced taxes
CRA approvals
Financing approvals
Immigration outcome
Audit results
Any estimates are informational only.
6. Filing Approval
We normally require your approval before filing returns.
Once approved and filed:
You remain legally responsible for the return
Amendments may involve additional fees
7. CRA Representation
Where authorized, we may communicate with CRA on your behalf.
You remain responsible for taxes, penalties, interest, and final obligations.
8. Confidentiality
We handle client information professionally and confidentially, subject to legal and regulatory obligations.
9. Technology
We may use secure third-party platforms for:
Tax software
Cloud storage
E-signatures
Payroll systems
Secure document exchange
No online system can be guaranteed 100% risk-free.
10. Limitation of Liability
To the fullest extent permitted by law, our liability is limited to fees paid for the relevant engagement, except where prohibited by law.
We are not liable for indirect or consequential losses.
11. Termination
Either party may end the engagement subject to fees due and work completed.
We may cease acting if:
Fees remain unpaid
Cooperation is not provided
Misleading information is supplied
Ethical concerns arise
12. Governing Law
These Terms are governed by the laws of Ontario, Canada unless otherwise agreed.
13. Contact
Warren Accounting & Consultancy Professional Corporation
https://warrenaccounting.ca
info@warrenaccounting.ca
