Individual tax returns

The returns must be filed by April 30th to avoid attracting late filing penalties. 

Engagement Letters

An engagement letter is required to be signed for each client and is kept on file.  This letter forms a legal contract between you and our firm.  Details of the services being provided to you as well as the terms, conditions and basis of compensation are covered.   

CRA Notices of Assessment and Other CRA Letters

If you receive a Notice of Assessment or other CRA letter please review them to see there is any obligation placed on you or if a notice has been given for a tax assessment which is different than as filed. 

Our review of Notices of Assessment is charged as quoted or at our standard hourly rate and is not included in the preparation fee previously charged.  If the tax assessment is for additional tax, penalty and/or interest arising from an error on our part, you will not be charged an additional fee. In addition, we will refund you the interest or penalty charged.  However, additional tax assessed remains your responsibility.

Timely Tax Return Completion

Completion of your tax return will begin as quickly as you provide your information to us.   We work on tax returns on a first come, first completed basis.  We will advise you as soon as the return is completed.  To this end many tax slips are available for download directly through Canada Revenue Agency’s My Account portal.  To access this feature, a Represent a Client Form is required to be submitted appointing Tax Affair Inc. as your representative.  You are able to view, change, or cancel your representative's authorization online at any time.  

Appointments

Our preferred method of communication is by email.  Kindly outline your concern and provide times for a call back.  Questions should be sent to info@taxaffair.ca  Please allow up to 24 hours for us to respond to a communication from you. 

In person meetings must be scheduled to avoid having long waiting times.  Your tax return is important to us.  Arranging a mutually convenient time to discuss on the telephone or in person your return fully and completely will minimize any communication gaps or misunderstanding in the return’s preparation. 

 Fees for Appointments and Telephone Consultations

Time for Appointments and Telephone Consultations will be billed as quoted or at our standard hourly rates.

If you have any questions regarding the above policies, we would be happy to discuss them with you at your convenience.