Terms of Service

1. Scope and Applicability

These Terms of Service govern the tax consulting relationship between TaxEaseEdge and our clients. They form an integral part of all contracts relating to our tax optimization and tax consulting services, advisory offers, and certification services. By registering or using our services, the client fully accepts these Terms of Service and agrees to comply with the tax standards they represent.

2. Contract Conclusion and Service Scope

The tax consulting contract with TaxEaseEdge is concluded either by joint signature of a written agreement, or by our written confirmation of client registration. The exact scope of services, tax objectives, schedule, and pricing are defined in individual contracts or registration confirmations. Modifications or additions require written form and mutual agreement.

3. Service Offerings

Our tax services include, but are not limited to:

  • Tax optimization and tax consulting services
  • Consultation and support in tax analysis
  • Certification services and tax knowledge development
  • Planning workshops and tax development
  • Tax analysis skills sessions
  • Corporate tax services
  • Tax consulting and strategic planning sessions

4. Pricing and Payment Conditions

Our tax rates are indicated in Canadian dollars (C$) and subject to applicable taxes. For extended services, we reserve the right to issue monthly payment plans. Unless otherwise agreed, the following payment conditions apply:

  • One-time services and workshops: Payable within 7 days of registration and before service begins
  • Services with total duration up to 3 months: 50% upon registration, 50% at mid-point
  • Long-term tax services: Monthly billing with 15-day payment period
  • Intensive consultations and certification services: 100% advance payment at least 21 days before the event

5. Refund Policy

TaxEaseEdge is committed to respecting the professional nature of our tax work. Our refund policy reflects our understanding that tax optimization services represent an important foundation in tax future:

  • Service Cancellation by TaxEaseEdge: If we cancel a service or consultation for any reason, clients will receive a full refund of all fees paid.
  • Cancellation Before Start Date:
    • More than 21 days before start date: Full refund minus C$150 administrative fees
    • 14-21 days before start date: 75% refund
    • 7-14 days before start date: 50% refund
    • Less than 7 days before start date: 25% refund
  • Cancellation After Service Start:
    • Within the first 20% of the planned service duration: 25% refund
    • After 20% of the planned service duration: No refund
  • Extraordinary Circumstances: In case of serious illness, family emergencies, or other life-changing circumstances preventing participation, we will review compassionate refunds or service transfers on a case-by-case basis with appropriate documentation.

All refund requests must be submitted in writing to info@taxeaseedge.com. Refunds will be processed within 10 business days and issued according to the original payment method. We respect the trust we receive and handle all refund requests with care and professionalism.

6. Session Planning and Cancellation Conditions

Agreed tax sessions are professional meetings. For cancellations or postponements by the client, the following guidelines apply:

  • Cancellation up to 48 hours before session: free postponement
  • Cancellation 24-48 hours before session: 50% of session fees
  • Cancellation less than 24 hours before session: 75% of session fees
  • No-show without notification: 100% of session fees

In extraordinary circumstances (such as serious illness with documentation), we strive to find flexible solutions. TaxEaseEdge reserves the right to postpone sessions for important reasons. In this case, the client will have no charges.

7. Client Commitment and Responsibilities

The success of our tax optimization work depends largely on client commitment and participation. The client therefore commits to:

  • Providing all information necessary for tax support, complete and truthful
  • Completing agreed tasks and tax practices with dedication
  • For corporate services: helping concerned team members have the time and resources necessary for tax development
  • Providing feedback to enable continuous improvement of our tax offerings
  • Maintaining confidentiality regarding tax sharing of other clients

8. Confidentiality and Personal Trust

TaxEaseEdge is committed to the highest level of confidentiality regarding all client information and tax details. This tax trust also applies after the end of our relationship. We treat all client information and sessions with the greatest respect and do not share them with third parties without explicit consent. The collection and processing of personal data is carried out in accordance with our Privacy Policy and applicable data protection regulations.

9. Intellectual Property and Usage Rights

All tax materials, concepts, methodologies, and other service products created by TaxEaseEdge are protected by copyright and retained as tax intellectual property. The client receives a non-exclusive and non-transferable right to use them for tax development. Sharing with others or commercial use outside the agreed scope is not permitted without our explicit written consent. TaxEaseEdge reserves the right to use the methods and concepts developed in anonymized form for other clients as well.

10. Testimonials and Personal Sharing

TaxEaseEdge is honored to share client testimonials and tax success stories, unless the client expressly requests confidentiality. The use of photographs or detailed tax stories for marketing purposes always requires explicit client consent. At the client's request, special confidentiality agreements can be concluded to regulate this point in more detail.

11. Liability and Personal Development Exclusion

TaxEaseEdge provides tax support and tax optimization services with the greatest care and according to the best tax knowledge and expertise. However, we do not guarantee the achievement of specific tax results, as tax development is a complex journey. Our liability is limited to intent and gross negligence and is limited in amount to the agreed fees. Liability for slight negligence, indirect results, or tax variations of the journey is excluded.

12. Duration and Conclusion of Personal Development

For ongoing tax relationships, the duration and termination period are based on individual tax agreements. Unless otherwise agreed, a 30-day termination period with respect and professionalism applies. Both parties reserve the right to conclude the relationship for important tax reasons. Conclusion requires written form and mutual respect.

13. Final Provisions

If individual provisions of these Terms of Service should be invalid or inapplicable, the validity of the remaining provisions remains unchanged. A valid provision that best corresponds to the tax objective of the invalid provision will replace the invalid provision. Modifications or additions to these Terms of Service must be in written form. Canadian law applies exclusively, excluding the United Nations Convention on Contracts for the International Sale of Goods. The place of jurisdiction is the registered office, insofar as this is legally permitted.