Terms of service.

INTRODUCTION

These terms of services were last updated on 19th of February 2023.

USER AGREEMENT

We appreciate the opportunity to work with you and advise you on income tax matters. Canada Revenue Agency(CRA) may impose penalties upon tax payers and upon us as tax return preparers, for failure to observe due care in reporting on your income tax returns. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom we prepare tax returns to confirm the following arrangements.

We will prepare your personal income tax return based on the information that you provide to us. We will not audit or otherwise verify the data that you submit, although we may ask you for clarification of some 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 provideus with all the information required to prepare comlete and accurate returns. You should retain all the documents, cancelled cheques and other data that form the basis of your income tax return and, therefore, you should review it carefully before you sign it.

By using our services, you represent that you will provide us with accurate and complete information necessary to prepare your tax return. This includes informing us of all interests you held in foreign properties with an aggrefate cost of $100,000 at any time in the tax 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.

The law imposes various penalties when tax payers understate their tax liability. If you would like information on the amount or circumstances of these penalties, please contact us.

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 in our services, you agree to provide personal information necessary for us to meet your services 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 without your permission. We sue your information to complete your service request, to inform you of changes in our business or service offerings, and to maintain our professional correspondence with you.

We follow rigorous privacy practices and we have a privacy policy that governs our use and handling of the information you provide to us. We invite you to contact us if you would like additional information about these practices.

To change your contact information or to let us know if there are any types of correspondence you do not wish to recieve from our office, please contact us.

Our fee for services is based on our fee schedule plus additional or out-of-pocket expenses. All invoices are due and payable upon presentation.

CRA may select your return for review. Often they request copies of your receipts and other times they may require a full audit. Any adjustments propsed by CRA  are subject to certain rights of appeal. In the event of such tax examinations, we will be available to represent you.

TERMS OF SERVICE AND CONDITIONS OF USE

Using the Client portal on JJ's Tax Services utilizes SuiteDash software. Your use of JJ's Tax Services' products, software, services and websites (referred to collectively as the “Services”) is subject to the terms of this ‘TERMS OF SERVICE AND CONDITIONS OF USE: USER AGREEMENT’ (the “Terms of Use” “User Agreement” or “Agreement”) between SuiteDash and you (the “User”). As used herein, the User will include the company or other entity with which the User is employed or otherwise affiliated (including its officers, directors, agents, managers, and employees), to the extent that the User is acting on its behalf. The User represents that you are 18 years old or older and are authorized by your company or other entity to enter into this Agreement. Please notice that You must read, agree with and accept all of the terms and conditions contained in this Agreement in order to use our website located at www.jjsax.ca , www.clients.jjstax.ca or any other subdomain or derivative URL (the “Site”) and related software and services (collectively, the “JJ's Tax Services Platform”).

Electronic Agreement – This Agreement is an electronic contract that sets out the legally binding terms of your use of the Site and your subscriptions in the Services. By accessing this Site or becoming a Member, the User consents to have this Agreement provided to the User in electronic form.

THE USERS ACCEPTANCE OF THIS AGREEMENT

THIS AGREEMENT – THE FOLLOWING NOTICES, TERMS, CONDITIONS AND POLICIES – (which incorporates by reference other provisions contained in any other products or services agreement(s) executed and in effect between the parties and are applicable to the use of this site) GOVERNS THE USE OF THIS SITE, ITS CONTENTS, ANY PRODUCTS OR SERVICES AVAILABLE ON OR CERTAIN SPECIFIC MATERIAL CONTAINED IN THIS SITE, AND SETS FORTH THE TERMS AND CONDITIONS THAT APPLY TO USE OF THIS SITE BY USER. ANY INCONSISTENCIES BETWEEN THE TERMS OF THIS AGREEMENT AND THOSE PROVISIONS CONTAINED IN ANY OTHER PRODUCTS OR SERVICES AGREEMENT(S) EXECUTED AND IN EFFECT BETWEEN THE PARTIES, THEN THE TERMS OF SUCH PRODUCTS OR SERVICES AGREEMENT(S) SHALL TAKE PRECEDENCE IN RELATION TO THIS AGREEMENT.

THIS AGREEMENT IS EFFECTIVE MARCH 28, 2020. BY ACCESSING OR USING THIS SITE, JJSTAX.CA, or any subdomain of JJSTAX.CA, (OTHER THAN TO READ THIS AGREEMENT FOR THE FIRST TIME), THE USER AGREES TO BE BOUND BY THE TERMS AND CONDITIONS SET FORTH BELOW, AND BY USE OF THIS SITE THE USER AFFIRMATIVELY, EXPRESSLY, OR IMPLICITLY REPRESENTS AND WARRANTS TO JJ's Tax Services THAT THE USER HAS CAREFULLY REVIEWED THIS ‘TERMS OF SERVICE AND CONDITIONS OF USE’ SET FORTH IN THIS AGREEMENT, AND THE ‘PRIVACY POLICY’ (all terms of which are herein incorporated by reference); AND THAT THE USER AGREES TO ABIDE BY AND TO BE LEGALLY BOUND BY ALL SUCH TERMS AND CONDITIONS OF THE USER AGREEMENT AND PRIVACY POLICY; AND THE USER AGREES TO RECEIVE REQUIRED NOTICES AND TO TRANSACT WITH US ELECTRONICALLY. IF YOU, ‘THE USER’, DO NOT AGREE, PLEASE DO NOT USE THE SITE.