Our Engagement Terms

Most recently updated: February 2010

This document sets out standard terms of our engagement and the nature of, and limitations to the services that Owens Tax Advisors Limited will provide to clients.

Contents:

  • Advisory Assistance
  • Other Services
  • Disclaimers
  • Tax Publications
  • Retention of Information
  • Our Service Team
  • Client Relationships
  • Fees
  • Payments
  • Refunds and disputes
  • Liability
  • Action

Download our Terms of Engagement (PDF document - 4 pages - 35KB)