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Tax Advisory Terms of Engagement

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Taxpayer name(business, personal)

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We will provide specialist tax advice on following terms

 

By ticking this box, you agree to the following statements and the Terms and Conditions *

 

  1. The Client is responsible for the reliability, accuracy and completeness of the facts and information. Any advice given to the Client is only an opinion based on our knowledge of the Client’s particular circumstances.  Our advice will be based specific legislation, case law, or Inland Revenue Department Interpretation/Policy Statements available at the time of advice.

  2. Modification in legislation, change in case law or IRD policy may result in alteration in our advice, should that happen we do not undertake to provide an update.

  3. Our views are not binding on the IRD accordingly we cannot guarantee that they will adopt the same views as us.

  4. Our advice is specifically for you for the specific situation and the specific facts, under no circumstances the advice to be used or relied upon for any other matter. We accept no responsibility should you do so. You should consult with us or obtain specific advice on the situation as the minor change in facts or background can result in significantly different outcomes.

  5. In conducting this engagement, information acquired by us in the course of the engagement is subject to strict confidentiality requirements. That information will not be disclosed by us to other parties except as required or allowed for by law, or with your consent.

  6. The quoted fee is based on the expected amount of time and the level of staff required to complete the services as agreed. Where fixed fee is not applicable hourly billing for the assignment would be:

 Type of work

 Performed By

 Hourly Rate

 Researching the facts, obtaining information

 Assistant Tax Analyst

 $65

 Reviewing the work/Finalising the work

 Tax Analyst

 $120

 Approving the work/client meetings

 Partner

 $250

 7. The total aggregate liability of IBBZ Accounting Ltd to our clients for loss or damage (including indirect and consequential loss or damage), cause by, or resulting from, or in relation to, the services, including whether arising from breach of contract, negligence, or any other tort, in equity or otherwise, and whether or not IBBZ Accounting Ltd was advised of the possibility of such loss or damage, is limited to an amount equal to our fees for those services.

8.This engagement shall be governed by and in accordance with the laws of New Zealand. This engagement will be effective for future work unless we advise you of any change

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