Terms and Conditions

1. Scope and Applicability

These Terms and Conditions govern the tax relationship between TaxRouteForge and our clients. They form an integral part of all contracts regarding our tax and business tax consulting services, consultation offerings, and certification services. By enrolling in or using our services, the client fully accepts these Terms and Conditions and commits to honoring the tax standards they represent.

2. Contract Formation and Scope of Services

A tax contract with TaxRouteForge is formed either through mutual signing of a written agreement or through our written confirmation of a client's enrollment. The exact scope of services, tax objectives, timeframe, and investment are defined in individual contracts or enrollment confirmations. Changes or additions require written form and mutual agreement.

3. Service Offerings

Our tax service offerings include but are not limited to:

  • Tax and business tax consulting services
  • Tax analysis consultation and guidance
  • Certification and tax knowledge-building services
  • Business tax planning and development workshops
  • Tax analysis competency sessions
  • Corporate tax services
  • Business tax consultation and strategy planning sessions

4. Investment and Payment Terms

Our tax investment fees are stated in Canadian Dollars (CAD) and are subject to applicable taxes. For extended services, we reserve the right to issue monthly payment plans. Unless otherwise agreed, the following payment terms apply:

  • Single services and workshops: Payable within 7 days after enrollment and before service start
  • Services with a total duration of up to 3 months: 50% upon enrollment, 50% at midpoint
  • Long-term tax services: Monthly billing with a payment term of 15 days
  • Intensive consultations and certification services: 100% advance payment no later than 21 days before the event

5. Refund Policy

TaxRouteForge is committed to honoring the professional nature of our tax work. Our refund policy reflects our understanding that tax services are a significant investment in one's business future:

  • Service Cancellation by TaxRouteForge: If we cancel a service or consultation for any reason, clients will receive a full refund of all fees paid.
  • Withdrawal Prior to Start Date:
    • More than 21 days before start date: Full refund minus a CAD 150 administrative fee
    • 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
  • Withdrawal After Service Start:
    • Within first 20% of scheduled service duration: 25% refund
    • After 20% of scheduled service duration: No refund
  • Exceptional Circumstances: In cases of serious illness, family emergencies, or other life-altering circumstances preventing participation, we will consider compassionate refunds or service transfers on a case-by-case basis with appropriate documentation.

All refund requests must be submitted in writing to info@taxrouteforge.com. Refunds will be processed within 10 business days and issued using the original payment method. We honor the trust placed in us and handle all refund requests with care and professionalism.

6. Session Scheduling and Cancellation Conditions

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

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

In exceptional circumstances (such as serious illness with documentation), we strive for accommodating solutions. TaxRouteForge reserves the right to reschedule sessions for important reasons. In this case, the client will not incur any costs.

7. Client Commitment and Responsibilities

The success of our accounting work depends significantly on the client's commitment and engagement. The client therefore commits to:

  • Provide all information necessary for business tax guidance completely and truthfully
  • Complete agreed assignments and business tax practices with dedication
  • For corporate services: help affected team members have the necessary time and resources for tax development
  • Provide feedback to enable continuous enhancement of our business tax offerings
  • Maintain confidentiality regarding other clients' business tax sharing

8. Confidentiality and Personal Trust

TaxRouteForge is committed to the highest level of confidentiality regarding all client information and business details. This business trust applies beyond the termination of our relationship. We treat all client and session information with the deepest respect and do not share it with third parties without express consent. The collection and processing of personal data takes place 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 TaxRouteForge are protected by copyright and held as tax intellectual property. The client receives a non-exclusive, non-transferable right to use them for business development. Sharing with others or commercial use beyond the agreed scope is not permitted without our express written consent. TaxRouteForge reserves the right to use developed methods and concepts in anonymized form for other clients as well.

10. Testimonials and Personal Sharing

TaxRouteForge is honored to share client testimonials and business success stories unless the client expressly requests privacy. The use of photos or detailed business stories for marketing purposes, however, always requires the express consent of the client. At the client's request, specific confidentiality agreements can be made to regulate this point in more detail.

11. Liability and Personal Development Disclaimer

TaxRouteForge provides business guidance and tax services with the utmost care and to the best of our knowledge and tax expertise. However, we do not guarantee the achievement of specific business outcomes, as business development is a complex journey. Our liability is limited to intent and gross negligence and is limited in amount to the agreed fee. Liability for slight negligence, indirect outcomes, or business journey variations is excluded.

12. Term and Personal Development Completion

For ongoing tax relationships, the term and notice period are based on the individual tax agreements. Unless otherwise agreed, a notice period of 30 days with respect and professionalism applies. Both parties reserve the right to complete the relationship for important business reasons. Completion requires written form and mutual respect.

13. Final Provisions

Should individual provisions of these Terms and Conditions be invalid or unenforceable, the validity of the remaining provisions shall remain unaffected. An effective provision that comes closest to the tax purpose of the invalid provision shall replace the invalid provision. Changes or additions to these Terms and Conditions must be in writing. Canadian law applies exclusively, excluding the UN Convention on Contracts for the International Sale of Goods. The place of jurisdiction is Toronto, Ontario, insofar as legally permissible.