Unless we otherwise specifically agree in writing, you agree that any liability we owe to you with respect to the performance of our legal services under our Agreement, whether owed to you in contract or tort, shall be limited to Cdn $5,000,000, or the upper limit of our available errors and omissions insurance, whichever amount is less. When providing information to us, you should also mark it: "Privileged & Confidential - Solicitor-Client Privileged Communications". RETAINER AGREEMENT FOR TAX REPRESENTATION SERVICES This Agreement is for tax representation services between CLIENT NAME (“Client”, “you”, “your”) and the (YOUR COMPANY NAME) (“we”, “our”, “us”). The services include the following activities: Ultima Advisory Co., Ltd. MILLAR KREKLEWETZ LLP is a boutique law firm offering Canadian tax and trade advice to national and international clients. If you engage our services we will be required to screen for conflicts of interest with our existing clients. Non-residents of Canada shall be liable for fees calculated in US dollars. If at any time during the period of the agreement you want to cancel the retainer you must give us at least 20 (Twenty) Business Days written notice of such cancellation. Under our Agreement, we will charge you a fee for our services that will be determined in a manner that is consistent with the Law Society of Upper Canada rules (which is the Law Society that governs our professional practice), and that will represent a fair and reasonable fee, based on a number of factors, including but not limited to: the time and effort involved, the complexity of the … For example, a client may agree to pay a fixed fee each month which purchases a certain amount of a freelancer’s time. If you have particular requirements in this regard, you will raise these with us at the outset of our Agreement. A Tax Services Retainer Agreement. This Retainer Agreement (“Agreement”) is being made between [Consultant Name] (“Consultant”) located at [Street Address, City, State] and [Company Name] (“Company”) located at [Street Address, City, State] on [Month DD, 20YY]. email : [email protected] Further, the law protects communications between lawyers and clients to help ensure that we may discuss matters with you frankly and freely, and provide our advice and assistance based on a complete understanding of the underlying facts. Under our Agreement, we will charge you a fee for our services that will be determined in a manner that is consistent with the Law Society of Upper Canada rules (which is the Law Society that governs our professional practice), and that will represent a fair and reasonable fee, based on a number of factors, including but not limited to: the time and effort involved, the complexity of the matter, the amounts in issue, the overall results obtained, and the degree to which special skills and expertise are involved in dealing with the matter. A Tax Services Retainer Agreement. Canadian residents shall be liable for fees calculated in Canadian dollars. Unless we otherwise agree in writing, our primary and preferred method of communication shall be e-mail, and you hereby authorize us to use e-mail to contact you and provide information and documents, which may be unencrypted. Toronto Office 24 Duncan Street, Third Floor, Toronto, Ontario, M5V 2B8 Canada Phone: (416) 864-6200| Fax: (416) 864-6201. Please note that we will always have an obligation to protect your confidential information, even when you are no longer our client. To increase the security of your communications with us, you can in your discretion contact us by telephone or in person. A new matter shall arise when we are retained again by you, and we shall confirm our retainer by separate retainer confirmation letter to you, in writing to you, which may be emailed or mailed. If your account with us remains outstanding for a period of five (5) business days from date of issuance, we reserve the right under our Agreement to cease all work on your file, until such payment has been made. We reserve the right to determine how the legal services provided to you are performed, by whom they are performed, and whether we engage as agents on your behalf, or as independent contractors on our own behalf, other competent law firms or professionals to assist with various elements of the legal services to be provided by us to you. Also like the Services Retainer Agreement (Hours Ordered Only), this template additionally provides that as well as having to pay the retainer fee, the client must pay a fee at an agreed hourly rate for each hour of work ordered: the retainer fee does not include payment for any work that is carried out. In the event of a termination of our solicitor-client relationship, we will make a reasonable effort to effect an orderly transfer of documents, instruments and other papers in our files to whomever you may designate, and you agree that you will take all necessary steps to free us of any obligations to perform further, including the execution of any documents necessary to complete our withdrawal and we will be entitled to be paid for all services rendered and disbursements made or expenses incurred on your behalf to the date of the actual withdrawal. If you have particular requirements in this regard, or specific desires or requirements as to file storage, you will raise these with us at the outset of our Agreement, so that we may specifically agree to same, in writing. If a particular matter is urgent, you may still email us, but shall also telephone our offices at (416) 864- 6200, and specifically confirm our receipt of that email. There are different types of retainer fees. you will raise these with us in writing at the outset of our Agreement. If you have particular requirements in this regard, or as to the timeliness of our services, you will raise these with us at the outset of our Agreement, so that the appropriate resources can be directed to your particular needs. We also reserve the right to withdraw our services if you fail to cooperate, or follow our advice on a material matter, or if any fact or circumstance arises or is discovered that would, in our view, render our continuing representation improper, inadvisable, or unethical. While the Initial Retainer Amount is intended to secure, in part, our payment for services rendered in the matter for which we have been engaged, it is no guarantee or representation as to a "fixed fee" or "capped fee" in the matter, and our final account for services rendered may, and often will, exceed the Initial Retainer Amount. Monthly Tax Updates:  We will provide electronic copies of monthly or occationally Tax Update report. Under the retainer agreement, Ultima tax experts provide certain services without the need for further fees or negotiations. You also authorize us to disclose such information, on a need to know basis, to the extent that we are required or believe it advisable to use agents or independent contractors, counterparts at other law firms or other professionals who may be retained by us to assist us in rendering services to you. The chief disadvantage of having a retainer agreement is the risk of paying for unused services. The services include the following activities: Answer tax question by telephone/e-mail: Ultima tax service team will provide verbal or short form answers on tax and regulatory matters to client on basic issues where further research and written confirmation is not necessarily required. To access the Millar Kreklewetz LLP secure client file transfer system, please log in. Fees for Services Rendered. Where appropriate we may notify you and request that the Initial Retainer Amount be further replenished, and may require such replenishment before additional steps are taken by us in the matter to which we have been engaged. Under the retainer agreement, Ultima tax experts provide certain services without the need for further fees or negotiations.