Tax Preparation

CLIENT ENGAGEMENT LETTER

Thank you for choosing Berry Wealth Tax Services, a division of BerryCore Systems Inc., to prepare your personal income tax return. This engagement letter outlines the terms and conditions of the services we will provide.

Scope of Services

Berry Wealth Tax Services will prepare and electronically file your T1 Personal Income Tax Return with the Canada Revenue Agency (CRA) for the taxation year(s) agreed upon. Our services include the preparation of your return based on the information and documentation you provide and the electronic submission of the return using CRA-approved EFILE software.

Unless specifically agreed to in writing, our services do not include accounting services, audit representation, legal advice, financial planning, or investment advice.

Client Responsibilities

You are responsible for providing complete, accurate, and timely information necessary for the preparation of your tax return, including all income slips, receipts, and supporting documentation.

BerryWealth Tax Services relies entirely on the information provided by the client and does not audit or independently verify the accuracy of the information supplied. You remain fully responsible for the accuracy and completeness of your tax return and must review the completed return before filing.

CRA Electronic Filing Authorization

In accordance with CRA EFILE regulations, Berry Wealth Tax Services must obtain your authorization prior to electronically filing your tax return. By engaging our services, you authorize Berry Wealth Tax Services to transmit your return to the CRA using CRA-approved electronic filing systems.

All clients are required to sign the CRA Form T183 – Information Return for Electronic Filing authorization form required by the Canada Revenue Agency.

Fees and Payment

The base fee for tax preparation services is $120; however, the price can change based on the complexity of the return and the time required to complete the engagement. Fees will be communicated prior to filing whenever possible.

Payment is due upon completion of services unless otherwise agreed. Berry Wealth Tax Services reserves the right to withhold filing or release of completed tax returns until payment has been received.

Confidentiality and Privacy

Berry Wealth Tax Services is committed to safeguarding client information. All personal information collected is handled in accordance with Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

Client information will be used solely for the purpose of providing tax preparation services and will not be disclosed to third parties without your consent unless required by law.

Record Retention

Clients should retain copies of their tax returns and supporting documentation for a minimum of six years, as required by Canada Revenue Agency record-keeping guidelines.

Berry Wealth Tax Services may retain electronic copies of your return and supporting documentation for internal records.

Limitation of Services

This engagement is limited to the preparation and filing of the tax return(s) agreed upon. Berry Wealth Tax Services is not responsible for monitoring future CRA correspondence, responding to CRA reviews, audits, or reassessments unless a separate agreement is made.

By proceeding with our services, you acknowledge that you have read and understood the terms outlined in this engagement letter.