1ST CHOICE Income Tax Service

Your Best Choice for Tax Preparation & Bookkeeping

GUARANTEE

We appreciate the opportunity to work with you and advise you on income tax matters. Canada Revenue Agency (CRA) imposes penalties upon taxpayers, and upon us, 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 information that you provide to us. We will not audit or otherwise verify the data you submit, although we may ask you for clarification of some of the 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 provide us with all the information required to prepare complete and accurate returns. You should retain all the documents, cancelled cheques and other data that form the basis of your income and deductions. These may be necessary to prove the accuracy and completeness of the return to CRA. You have the final responsibility for the income tax return and, therefore, you should review it carefully before you sign it.

· Satisfaction: If you are not pleased with the service you receive in the preparation of your tax returns or the time it takes us to complete them, you may choose not to file them through our company. All documents which you have provided to us will be returned to you and no fees will be charged. However, if receipt compilation or bookkeeping work has been provided we will expect to be paid for these services before returning your documents.

· Refund: If you discover after filing that we overlooked something that could have resulted in a larger refund or smaller tax liability, we will prepare the necessary adjustment free of charge and refund your tax preparation fees.

· Accuracy: Thorough employee training and double-checking of every return before filing safeguards the accuracy of your return. However, if we make an error that is not corrected before filing, we will reimburse you any penalties and interest incurred. In some cases we may refund the actual tax liability incurred up to $1000.00.

· Assistance: CRA may select your return for review. Often they request copies of your receipts and other times they may require a full audit. As your representative we will provide the requested information to CRA on your behalf. Any adjustments proposed by CRA are subject to certain rights of appeal. In the event of such tax examinations, we will be available upon request to represent you as an advisor, not a legal representative.

· Privacy: The business has implemented a Privacy Policy in accordance with the Personal Information and Electronic Documents Act. Client confidentiality is as important to us as it is to you, the client.

PRIVACY POLICY

At 1st Choice Income Tax Service, we respect and value your personal privacy and information. When you use our services for personal or business tax preparation and bookkeeping, this privacy policy is part of the agreement between us. Any reference in this document to "1st Choice", "us", "we", "our" or "the company" means 1st Choice Income Tax Service. This policy is in compliance with the Personal Information Protection & Electronic Documents Act (Canada).

PERSONAL INFORMATION:

  • Like all providers of financial services, 1st Choice obtains not only public information but nonpublic information about our clients. All information, public and nonpublic is held in strict confidence and never released to third parties for marketing or e-mail purposes.
  • The types of public information we may collect include: Name, Address (business & home), Telephone & Fax Numbers and Email Addresses. These types of information will only be released as needed for financial services or with your consent to others.
  • Nonpublic information which we collect in order to process your tax returns or prepare your books is very sensitive and never released to anyone but you or the appropriate Govenment Agencies (CRA, GST, MSP, etc). Should other individuals (including your spouse) or institutions request your information, we will only release it with your authorization.

SECURING INFORMATION:

  • We are committed to ensuring the security of your information (personal and business related, public and nonpublic) in order to protect it from unauthorized access, collection, use, disclosure, copying, modification or similar risks.
  • To keep your information secure and confidential 1st Choice uses: Locking File Cabinets, User ID's, Encryption, Firewalls and a Physically Secured Office.
  • All information (computer generated, faxed, hand written, copied) is destroyed when not needed by cross-cut shredding on the premises.
  • All information obtained by the company in the use of preparing tax returns and financial statements shall be retained on the premises for the time period required by law and regulation.
  • The client has the right to obtain access to his or her information at any time.

EMAIL & OTHER ELECTRONIC DOCUMENTS

  • Email which communicates your information are saved on a password protected computer and never forwarded to other parties.
  • We will not use email to send confidential information unless you expressly authorize it and accept all inherent risks associated with this type of communication.
  • We do not send spam or mass emails. We may contact you only if we feel you are interested in our services. You may ask to be removed from our mailing list at any time and we will honour that request immediately.

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