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    Retainer Agreement for Accounting Services


    Sign up a client for your accounting services with this easy-to-use Retainer Agreement template which covers:

    • The services to be provided by the accountant.
    • The accountant's billing rate and terms of payment.
    • Independent contractor provision which clarifies that the accountant is not an employee of the client.
    • Prevailing party clause to cover recovery of legal fees in the event of legal action by either party.
    • The accountant is responsible for paying his/her own taxes.

    Don't provide accounting services to a client unless and until you have a signed contract in place. Download the Retainer Agreement template immediately after purchase, and personalize it for your business.

    Download Type: Microsoft Word
    Last Updated: 08-August-2016
    SKU: 4406
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    Ontario Section 85 Asset Rollover (Investments)


    Roll over certain investments under Section 85 of the Income Tax Act (Canada) with this Ontario Section 85 Asset Rollover of Investments template.

    • The vendor sells the investment assets to the purchaser, with part of the purchase price to be paid by way of preference shares in the capital of the purchaser, and the balance secured by a promissory note (included).
    • The parties agree to file joint elections under Section 85(1) of the ITA and as required under the Ontario Corporations Tax Act.
    • The file includes a Section 116 Affidavit of Residency to be sworn by a corporate officer of the vendor (if applicable).
    This Ontario Section 85 Asset Rollover of Investments is provided in MS Word format, and is fully editable to fit your specific circumstances.