Quote and Service Terms

How the Quote Works

The online quote is a fixed price based on your answers; if your records differ materially, we confirm a revised price before starting.

Ashbridge Tax relies on the completeness and accuracy of the information and records you provide. You are responsible for providing complete and accurate information and records. Ashbridge Tax works from what you supply and does not audit or independently verify that information unless a separate service expressly requires it.

The assumptions printed on the quote form part of the quote and govern the price. Where you answer "not sure," the quote states the assumption used to calculate the price. If the correct answer is different, Ashbridge Tax will tell you the price difference before doing that work.

Online Fixed Pricing

The online quote shows the fixed price for the services and scope you select before you decide whether to proceed.

Saved Quotes

A saved quote may be reopened at any time using your saved-quote link. Reopening a saved quote always reprices your answers using the rates in effect at that time. The new price may be higher or lower than when you first saw it.

HST

All quoted prices exclude HST. HST of 13% is added at checkout and to each later charge, including the one-time payment, recurring monthly charges and incorporation charges.

Payment

For one-time work, the fixed amount is charged in full at checkout. Recurring services are billed monthly; the first monthly charge is due at checkout, and the same recurring amount continues monthly.

Alternatively, you may start free: eligible work begins before you pay, and the fixed one-time amount is charged when your return is ready to file or your financial statements are ready. A recurring service included in the same quote begins billing as arranged when you start onboarding.

The all-inclusive Ontario incorporation price is $400 per incorporation: a $100 Ashbridge service charge plus the $300 Ontario government filing fee. The $400 incorporation charge is paid in full at checkout and is not eligible for the 20% online discount.

A separate $300 prepaid credit toward first-year tax services is also collected at checkout for each incorporation. The prepaid tax credit is not part of the incorporation price. An incorporation checkout is $700 before HST, of which $300 is a prepaid credit toward your first corporate tax return.

Where a valid referral link is used, a $100 referral discount applies to a quote that includes a corporate tax return or bookkeeping. The referrer receives $400 once the client's payment is final.

Stripe adds HST to the charges.

Engagement Letter and Refunds

You are not engaged by Ashbridge Tax until you sign the engagement letter. No work begins before the engagement letter is signed.

Refunds are governed by your engagement letter.

Additional Work

The quote is based on the records and circumstances described by your answers, including any optional additional information you provide. If material additional scope is identified later, Ashbridge Tax will contact you and give you the additional price before beginning that additional work.

If you decline the additional price, Ashbridge Tax will not perform the additional work. If the originally quoted service cannot reasonably be completed without that work, Ashbridge Tax may stop the service. Refunds are governed by your engagement letter.

Filing Deadlines

Ashbridge Tax needs complete records and required information with enough lead time before a filing deadline to file on time.

Where records arrive later, Ashbridge Tax will do everything reasonably within its power to file on time, but cannot promise it.

Filing also depends on the fixed one-time amount being paid, because the return is not filed until that amount clears.

Where a tax payment was already due before the engagement began, Ashbridge Tax is not responsible for interest that had already started to accrue.

Digital Records

Ashbridge Tax accepts digital records only. Paper documents are not accepted. You are responsible for providing readable and complete digital copies.

Compilation Reports

A compilation report is prepared only when you ask for one, and it must appear in the agreed scope of services. It is not automatically included with a corporate tax return.

Ontario Business Registry Annual Return

The Ontario Business Registry Annual Return is included with the current-year corporate return when it is due. There is no separate fee for that annual return.

AI Insights™

AI Insights™ is included at no additional charge for every Ashbridge client. It is a way to surface numbers and issues that may deserve attention, with CPA review where professional judgment matters. It does not guarantee a particular tax result or saving.

Governing Law

These terms are governed by the laws of Ontario and the applicable federal laws of Canada.