Privacy Policy

1. Information We Collect
We may collect the following types of information to provide our accounting and tax preparation services:

• Personal Information: Name, address, phone number, email address, date of birth, and Social Insurance Number (SIN).

• Financial Information: Income details, tax slips (e.g., T4, T5), investment records, and other financial documents required for tax preparation.

• Business Information: For self-employed individuals or businesses, we may collect revenue, expense details, and other relevant business data.

• Other Information: Any additional information you voluntarily provide to us to complete your tax return or accounting services.
   

2. How We Use Your Information
The information we collect is used for the following purposes:

• To prepare and file your tax returns accurately and efficiently.

• To provide accounting, bookkeeping, and financial advisory services.

• To communicate with you regarding your tax filings, notices, or other relevant updates.

• To comply with legal and regulatory requirements.
   

3. Sharing Your Information
We do not sell or rent your personal information to third parties. However, we may share your information in the following circumstances:

• With the Canada Revenue Agency (CRA): To file your tax returns or respond to CRA inquiries on your behalf.

• With Third-Party Service Providers: Trusted partners who assist us in delivering our services (e.g., secure document storage or software providers).

• As Required by Law: To comply with legal obligations, court orders, or government requests.
   

4. Protecting Your Information
We implement strict security measures to protect your personal and financial information, including:

• Secure storage of physical and electronic records.

• Encryption of sensitive data during transmission.

• Restricted access to your information, limited to authorized personnel only.
  
  
  We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The most current version will always be available on our website.