Terms and Conditions

Giltinan and Kennedy will prepare your personal tax return and all supporting schedules as necessary for the year ended 5th April.

Giltinan and Kennedy will not provide any tax advice or any other service unless agreed in writing beforehand.

The fixed fee tax return service does not include preparation of self-employed accounts, cover audit or tax investigations by the Inland Revenue.

You will undertake to provide us with all information necessary to complete the return, in sufficient time for us to be able to meet the agreed time limit. You must ensure that information supplied is accurate and complete.

You will provide the information for preparation of your tax return by email, fax or post. If Giltinan and Kennedy needs further information or clarification you should supply this as soon as possible, or we may need to charge an additional fee.

After completion of the tax return Giltinan and Kennedy will require payment of the agreed amount before the return is sent to you for approval.

Payment method can be made by cheque or by bank transfer to be agreed in advance.

Giltinan and Kennedy will return any original documents to you following preparation of your return. You should retain them for 7 years from the 31st January following the end of the tax year. This period may be extended if the Inland Revenue enquire into your tax return.

Retention of records

It is our policy to destroy correspondence and other papers in our files which are more than 7 years old, other than documents which we think may be of continuing significance.

Quality of service

Giltinan and Kennedy aims to provide the best possible service to our clients. If you would like to discuss how our service could be improved, please let us know.

We undertake to look into any complaint carefully and promptly. Prompt communication enables us to take prompt action on your behalf.

Giltinan and Kennedy will not be responsible for any losses, penalties, surcharges, interest or additional tax liabilities arising from the supply by you or others of incorrect or incomplete information, or from the failure by you or others to supply any appropriate information or your failure to respond promptly to communications from me or the tax authorities.