Terms of Use

GlobTaxPlan – globtaxplan.com Effective date: November 10, 2025

1. Introduction

These Terms of Use (“Terms”) govern your access to and use of the website globtaxplan.com (the “Website”) operated by GlobTaxPlan (“GlobTaxPlan”, “we”, “us”, “our”).

By accessing or using the Website, you agree to be bound by these Terms. If you do not agree, you must not use the Website.

Business details:
GlobTaxPlan
350 Sparks St. Suite 605
Ottawa, ON K1R 0C7
Canada
Business Number: 159783660
Email: support@globtaxplan.com Phone: +1 613 680 7608

2. Informational Nature of Content

The content on this Website is provided for general informational purposes only. It does not constitute:

  • Tax advice

  • Legal advice

  • Accounting advice

  • Financial or investment advice

Your situation may involve specific facts, jurisdictions and laws that are not addressed on this Website. You should not act or refrain from acting based solely on Website content. Any decisions should be made in consultation with qualified professional advisors.

Use of this Website does not create a client–advisor relationship between you and GlobTaxPlan.

3. No Professional Engagement via Website

Filling out contact forms, sending emails, or scheduling an initial call through the Website does not, by itself, create a professional engagement or retainer.

A formal engagement only begins when:

  1. We confirm that we are able to act for you,

  2. We agree on the scope of services and fees, and

  3. You receive and accept an engagement letter or similar written agreement.

Until then, we may not be able to treat all information as client-specific advice and we reserve the right to decline or limit services.

4. Your Responsibilities

When using the Website, you agree:

  • Not to use the Website for any unlawful purpose or in violation of any applicable law or regulation.

  • Not to attempt to gain unauthorized access to the Website, its systems or data.

  • Not to introduce malware, viruses or any harmful code.

  • Not to copy, modify, distribute or exploit Website content except as permitted by law or with our prior written consent.

You are responsible for ensuring that your use of the Website complies with all laws in your jurisdiction.

5. Intellectual Property

All content on the Website, including text, graphics, logos, layouts, and other materials, is owned by GlobTaxPlan or used under license. All rights are reserved.

You may view, download and print Website content for your personal, non-commercial use only. You may not reproduce, redistribute, or create derivative works from the content without our prior written permission, except as otherwise allowed by law.

6. Third-Party Content and Tools

The Website may refer to third-party tools, concepts or general information. Any such references are provided for convenience and do not constitute an endorsement or recommendation.

We are not responsible for any third-party content, services or actions, whether or not they are mentioned on the Website.

7. No Warranty

The Website and its content are provided on an “as is” and “as available” basis.

To the fullest extent permitted by law, we make no representations or warranties, express or implied, including but not limited to:

  • Accuracy, completeness or timeliness of the information

  • Fitness for a particular purpose

  • Non-infringement of third-party rights

  • Continuous, secure or error-free access to the Website

You use the Website at your own risk.

8. Limitation of Liability

To the maximum extent permitted by law, GlobTaxPlan and its owners, officers, employees and agents shall not be liable for any:

  • Indirect, incidental, consequential, special, exemplary or punitive damages,

  • Loss of profits, revenue, business, data or goodwill,

arising out of or in connection with your use of or inability to use the Website, even if we have been advised of the possibility of such damages.

Where liability cannot be excluded under applicable law, it will be limited to the lesser of:

  • The amount you paid to us for the specific service giving rise to the claim, or

  • One thousand Canadian dollars (CAD 1,000) for website-only claims.

This limitation does not apply to liability that cannot be limited or excluded under applicable law.

9. Indemnity

You agree to indemnify, defend and hold harmless GlobTaxPlan and its owners, officers, employees and agents from and against any claims, losses, liabilities, damages, costs and expenses (including reasonable legal fees) arising out of or related to:

  • Your use of the Website,

  • Your breach of these Terms, or

  • Your violation of any law or third-party rights.

10. Governing Law and Jurisdiction

These Terms and any dispute arising from or related to your use of the Website are governed by the laws of the Province of Ontario and the federal laws of Canada, without giving effect to any conflict of law principles.

You agree that any legal action or proceeding shall be brought exclusively in the courts located in Ottawa, Ontario, Canada, and you hereby submit to their jurisdiction.

11. Changes to the Terms of Use

We may modify these Terms from time to time. When we do, we will update the effective date at the top of this page.

Your continued use of the Website after such changes means you accept the updated Terms.

12. Contact

For questions about these Terms of Use, please contact:

GlobTaxPlan
350 Sparks St. Suite 605
Ottawa, ON K1R 0C7 Canada

Email: support@globtaxplan.com Phone: +1 613 680 7608

Service Cancellation and Refund Policy

GlobTaxPlan – globtaxplan.com Effective date: November 10, 2025

1. Scope

This Service Cancellation and Refund Policy (“Policy”) applies to professional services provided by GlobTaxPlan to clients, including tax planning, cross-border advisory and compliance services.

This Policy is subject to any specific terms included in a signed engagement letter or service agreement. If there is a conflict, the engagement letter or service agreement will prevail.

2. Engagement and Fees

Before services begin, we will generally:

  • Discuss your needs and the nature of the work;

  • Provide an estimate or fixed fee where possible; and

  • Set out the scope, fees, payment terms and any retainer in an engagement letter or similar written agreement.

Fees may be fixed, hourly, project-based or based on a combination of these arrangements.

3. Retainers and Upfront Payments

For many engagements, we may require a retainer or upfront payment before starting work. The retainer is typically applied to invoices for services as they are performed.

If work is cancelled or terminated, any unearned portion of the retainer (for work not yet performed) may be refundable, subject to:

  • Deductions for services already performed,

  • Deductions for expenses incurred on your behalf, and

  • Any minimum fees or non-refundable elements explicitly stated in your engagement letter.

4. Client Cancellation Before Work Begins

If you decide to cancel services before we have started substantive work:

  • We will refund any retainer paid,

  • Minus any reasonable administrative costs or bank/processing fees (if applicable), and

  • Minus any clearly disclosed non-refundable components.

We may treat an engagement as having “started” once we have dedicated professional time to file review, analysis, or preparation specifically for your matter.

5. Client Cancellation After Work Has Begun

If you cancel services after we have started work:

  • You will be responsible for fees for all work performed up to the date we receive your cancellation request.

  • You will also be responsible for any expenses incurred on your behalf (for example, professional disbursements where applicable).

  • If the fees already paid (e.g., via retainer) exceed the value of work performed and expenses, the balance may be refunded.

  • If the value of work performed exceeds the fees already paid, we may issue an invoice for the difference.

Because professional tax and advisory services involve significant time and expertise, completed work is generally non-refundable, even if you choose not to use the advice or the outcome differs from your expectations, provided the work was carried out with reasonable skill and care.

6. Our Right to Decline or Terminate Services

We reserve the right to decline or terminate an engagement in accordance with professional and legal obligations, including when:

  • Conflicts of interest arise;

  • Required information or cooperation is not provided;

  • We believe continuing the engagement would violate law, professional standards or ethical duties; or

  • Fees are not paid as agreed.

In such cases:

  • We will notify you as soon as reasonably possible;

  • You will remain responsible for fees for services rendered and expenses incurred up to the termination date;

  • Any unused portion of a retainer may be refunded, unless otherwise stated in your engagement letter.

7. Refunds for Completed Deliverables

Refunds for completed deliverables (such as completed tax returns, opinions or reports) are generally not available, except where:

  • There is a clear error directly attributable to us; and

  • The error materially impacts the service outcome; and

  • The error is brought to our attention within a reasonable time.

In such cases, our remedy will usually be:

  • Correcting the error at no additional cost, or

  • Providing a partial credit or refund at our discretion, depending on the circumstances.

8. Taxes, Government Fees and Third-Party Costs

Any taxes (such as HST), government filing fees, and third-party costs paid or committed on your behalf are not refundable unless a refund can be obtained from the relevant authority or third party.

9. How to Request Cancellation or Refund

To cancel services or request a refund, please contact us in writing and include:

  • Your full name;

  • Contact information;

  • Description of the services and engagement;

  • Reason for cancellation or refund request; and

  • Any relevant supporting information or documentation.

You can contact us at:

Email: support@globtaxplan.com Address: 350 Sparks St. Suite 605, Ottawa, ON K1R 0C7, Canada

We will review your request and respond within a reasonable time.

10. No Guarantee of Outcome

While we aim to provide high-quality, professional services, we do not guarantee specific outcomes, such as:

  • Tax authority decisions or audits;

  • Acceptance of particular positions by government agencies;

  • Financial or business results.

Fees are charged for the work performed and expertise provided, not for achieving any particular result, unless expressly stated otherwise in your engagement letter.

11. Governing Law

This Policy is governed by the laws of the Province of Ontario and the federal laws of Canada, without regard to conflict of law principles.