Terms of Service

Welcome to Paul Wills & Associates. These Terms of Service govern your use of our accounting, tax, and financial advisory services. By engaging our services or accessing our website, you agree to comply with and be bound by these terms.

1. Acceptance of Terms

By accessing our website or using our professional services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service. If you do not agree with any part of these terms, please do not use our services.

2. Professional Services

Paul Wills & Associates provides professional accounting, tax preparation, bookkeeping, and financial advisory services. Our services include but are not limited to:

• Personal and corporate tax return preparation
• Bookkeeping and accounting services
• Financial statement preparation
• Business incorporation and corporate services
• Tax planning and advisory
• GST/HST filing and consulting
• Business valuation and advisory services
• Estate planning and financial consulting

3. Client Responsibilities

As a client, you agree to:

• Provide Complete Information: Furnish all relevant, accurate, and complete information and documents required for the services requested
• Timely Communication: Respond promptly to requests for information, clarification, or approval
• Accuracy: Verify that all information provided is accurate and complete. We are not responsible for errors resulting from incomplete or inaccurate information
• Authorization: Provide necessary authorizations for filing returns, accessing CRA accounts, and communicating with tax authorities
• Payment: Pay all fees and charges as outlined in our engagement agreement
• Professional Conduct: Treat our staff with respect and maintain professional conduct

4. Fee Structure and Payment

Our fee structure and payment terms are as follows:

• Fees are based on the complexity and time required for each service
• A detailed fee estimate will be provided before commencing work
• Hourly rates apply for consultations and advisory services beyond the scope of standard services
• Payment is due upon receipt of invoice unless otherwise agreed in writing
• Retainers may be required for ongoing services
• Late payments may be subject to interest charges
• Additional fees may apply for amended returns, correspondence with tax authorities, or work resulting from client-provided errors

5. Scope of Services and Limitations

Please understand the scope and limitations of our services:

• Tax Preparation: We prepare tax returns based on information you provide. We do not audit or verify the accuracy of your documents
• Advice: Our recommendations are based on current tax laws and our professional judgment. Tax laws are subject to change
• Review Engagements: Unless explicitly stated, our services do not constitute audit, review, or compilation engagements as defined by accounting standards
• Tax Authority Communication: We are not responsible for decisions made by the CRA or other tax authorities
• Deadlines: We are not liable for penalties or interest resulting from late submissions due to circumstances beyond our control

6. Confidentiality

We maintain strict confidentiality of all client information in accordance with professional accounting standards and applicable privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA). We do not disclose your information to third parties without your explicit consent, except as required by law or for tax filing purposes.

7. Accuracy and Reliance

While we exercise due care and professional judgment in providing services:

• We rely on the accuracy and completeness of information provided by you and third parties
• We are not liable for any loss resulting from inaccurate or incomplete information
• Tax laws and regulations change; we cannot guarantee outcomes of tax positions or CRA decisions
• Our professional advice should not be considered a substitute for legal advice where legal issues are involved

8. Electronic Communications and Filing

When you authorize electronic communications and filing:

• You consent to receiving documents and communications via email or secure portal
• You authorize us to file tax returns and documents electronically with tax authorities
• You acknowledge that electronic filing is subject to the terms and conditions of tax authority systems
• You are responsible for maintaining the security of your email and online accounts

9. Termination of Services

Either party may terminate our professional relationship:

• By Client: You may terminate services at any time by providing written notice. You will be responsible for payment for all work completed up to the termination date
• By Us: We reserve the right to terminate services if there is a breach of these terms, non-payment, or circumstances that prevent us from providing quality service
• Upon termination, we will provide your documents and information subject to payment of outstanding fees

10. Dispute Resolution

Any disputes arising from our services shall be resolved through good faith negotiation. If negotiation fails, disputes shall be resolved through mediation or arbitration in accordance with the laws of Nova Scotia, Canada.

11. Limitation of Liability

To the fullest extent permitted by law:

• Our liability is limited to the professional fees paid for the specific service in question
• We are not liable for indirect, consequential, special, or punitive damages
• We are not responsible for losses resulting from factors beyond our control
• This limitation does not apply to cases of gross negligence or willful misconduct

12. Intellectual Property

All content on our website, including text, graphics, logos, and software, is the property of Paul Wills & Associates and protected by copyright laws. You may not reproduce, distribute, or create derivative works without our written consent.

13. Website Use Disclaimer

This website is provided for informational purposes only:

• Content is general in nature and does not constitute professional advice
• Information may not reflect the most current tax laws or regulations
• We do not guarantee the website will be uninterrupted or error-free
• Links to third-party websites are provided for convenience and do not imply endorsement

14. Modifications to Terms

We reserve the right to modify these Terms of Service at any time. Changes will be posted on this page with an updated revision date. Continued use of our services after changes constitutes acceptance of the new terms.

15. Governing Law

These Terms of Service are governed by and construed in accordance with the laws of Nova Scotia, Canada and the federal laws of Canada applicable therein.

16. Severability

If any provision of these Terms of Service is found to be unenforceable or invalid, the remaining provisions shall remain in full force and effect.

17. Entire Agreement

These Terms of Service, together with any engagement agreements, constitute the entire agreement between you and Paul Wills & Associates regarding our services.

18. Contact Information

If you have questions about these Terms of Service, please contact us: