Terms & Conditions

Effective Date: October 2025

Business Name: SAM Tax Services

Address: 2200 Danforth Ave, Toronto, ON M4C 1K3

Phone: 647-606-7939

1. Introduction

Welcome to SAM Tax Services (“we,” “our,” “us”). By using our tax preparation, form-filling, and related services, you agree to the following Terms and Conditions. Please read them carefully before proceeding. If you do not agree to these terms, please refrain from using our services.

2. Scope of Services

We provide the following services:
- Tax preparation and electronic filing (personal and small business)
- Business registration and CRA account setup
- Form-filling and typing assistance for government and administrative documents
- Non-legal help with benefit, travel, and citizenship forms
- Document scanning, uploading, and photo services

We do not provide legal, financial, or immigration advice.

3. Client Responsibilities

You are responsible for:
- Providing accurate, complete, and truthful information for your tax return or forms.
- Reviewing all prepared documents before signing or submission.
- Retaining copies of all submitted forms and receipts for your own records.
- Notifying us immediately of any changes in personal, financial, or contact information.

SAM Tax Services will not be held responsible for errors or penalties resulting from false, incomplete, or delayed information provided by the client.

4. Fees and Payment

All fees are discussed and agreed upon before service begins. Payment is due upon completion of services unless otherwise arranged in writing. We accept payment via cash, e-transfer, or approved digital methods. Fees are non-refundable once the service has been completed or submitted to the CRA.

5. Confidentiality and Data Security

We take your privacy seriously. All client information is handled according to our Privacy Policy and protected under the Personal Information Protection and Electronic Documents Act (PIPEDA). We use secure systems and limited access to ensure your personal and financial data remains confidential.

6. Electronic Filing (E-FILE) Authorization

By signing the CRA Form T183 or providing digital consent, you authorize SAM Tax Services to transmit your tax return electronically to the Canada Revenue Agency (CRA). We will not file or submit your return without your authorization.

7. Limitation of Liability

While we strive for accuracy and professionalism, SAM Tax Services will not be liable for:
- Errors caused by incorrect or incomplete information provided by the client
- Delays or actions by the CRA, Service Canada, or other third-party agencies
- Lost or stolen documents not under our control
- Indirect, incidental, or consequential damages resulting from service use

Our total liability shall not exceed the amount paid for the service rendered.

8. Record Retention

We retain client files for up to seven (7) years in compliance with CRA requirements. After this period, records are securely destroyed. You may request copies of your file at any time during this retention period.

9. Refusal of Service

We reserve the right to refuse or terminate services if:
- False or fraudulent information is provided
- Abusive, threatening, or disrespectful behavior occurs
- The requested service falls outside our professional or legal capacity.

10. Third-Party Links and Services

Our website or office materials may include references to third-party resources. We are not responsible for the content, accuracy, or security of those third-party sites or tools.

11. Amendments

We may update these Terms and Conditions periodically. Changes will take effect immediately upon posting on our website or notice to clients.

12. Governing Law

These Terms and Conditions are governed by the laws of the Province of Ontario and the Government of Canada. Any disputes will be handled within Ontario’s legal jurisdiction.