Terms of Service

Vertex Financial is a Canadian CPA firm providing accounting, tax, bookkeeping, payroll, and business incorporation services to individuals and businesses across the Greater Toronto Area.

• Website: vertexfinancial.ca
• Email: info@vertexfinancial.ca
• Phone: +1 (416) 286-2886

By accessing vertexfinancial.ca, you agree to use it only for lawful purposes. You must not:

• Use the site in any way that violates applicable Canadian or local laws
• Transmit unsolicited or unauthorized advertising material
• Attempt to gain unauthorized access to any part of the website
• Reproduce, duplicate, or copy any content without our written permission

Vertex Financial provides the following professional services:

• Personal income tax return preparation (T1)
• Corporate tax filing and planning (T2)
• GST/HST filing and remittance
• Monthly and annual bookkeeping
• Payroll processing and compliance (ROEs, deductions)
• Federal and provincial business incorporation

All services are subject to a separate engagement letter or service agreement signed prior to commencement of work.

Service fees are agreed upon in writing before work begins. Our pricing is transparent with no hidden fees. Payment terms are outlined in your individual engagement letter.

Vertex Financial reserves the right to update its fee structure. Any changes will be communicated to existing clients in advance.

To enable us to deliver accurate and timely services, clients are responsible for:

• Providing complete, accurate, and timely financial information and documents
• Notifying us of any changes in their financial or business situation
• Reviewing all prepared documents before filing or submission
• Maintaining their own copies of all financial records

Vertex Financial is not liable for errors resulting from incomplete or inaccurate information provided by the client.

Vertex Financial treats all client information as strictly confidential. We will not disclose your personal or financial information to third parties except:

• Where required by law or the Canada Revenue Agency
• With your explicit written consent
• To authorized service providers who assist in delivering our services (under confidentiality agreements)

The information on this website is provided for general informational purposes only and does not constitute professional accounting, tax, or legal advice.

While we strive to keep all content accurate and up to date, Vertex Financial makes no warranties — express or implied — regarding the completeness, accuracy, or suitability of the information for any particular purpose.

To the fullest extent permitted by Canadian law, Vertex Financial shall not be liable for any indirect, incidental, or consequential damages arising from:

• Use of or inability to use our website
• Errors or omissions in website content
• Any service interruptions or technical issues
• Actions taken based on information provided on this website

Our liability in relation to professional services is governed by the terms of your individual engagement agreement.

Our website may contain links to external websites including the Canada Revenue Agency, Calendly, and other third-party services. These links are provided for convenience only. Vertex Financial is not responsible for the content, privacy practices, or terms of any third-party websites.

These Terms of Service are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein. Any disputes arising from these terms shall be subject to the exclusive jurisdiction of the courts of Ontario.

Vertex Financial reserves the right to update these Terms of Service at any time. Changes will be posted on this page with an updated date. Continued use of our website after any changes constitutes your acceptance of the revised terms.