Privacy Policy

Information We Collect

We collect personal information that you voluntarily provide during client intake and service delivery. This may include your name, contact details, province of residence, identification details, tax and financial information, and any other information required to prepare and file tax returns or provide related services.

Payment information is processed directly by third-party payment processors and is not stored on our systems. Client documents are uploaded and transferred using secure document-request platforms.

How We Use Your Information

We use your personal information to:

• Prepare, review, and file tax returns or related filings.
• Communicate with you regarding your services.
• Verify identity and help prevent fraud or unauthorized activity.
• Comply with legal, regulatory, and professional obligations.
• Maintain internal records and improve our services.

How We Share Information

We share personal information only with trusted third-party service providers that support the operation of our services, including payment processing, secure document transfer, and data storage platforms. These currently include providers such as Stripe, Microsoft SharePoint, and Google Cloud-based services (including Firebase).

Our service providers may change from time to time; however, we only work with reputable platforms that maintain appropriate security and privacy standards.

We may also disclose personal information to government authorities (including the Canada Revenue Agency) or other parties when required by law, regulation, court order, or professional obligation.

Data Retention

We retain personal information only for as long as necessary to deliver our services and to comply with applicable legal, regulatory, and record-keeping requirements. Where permitted by law, you may request access to, correction of, or deletion of your personal information.

Security

We use reasonable administrative, technical, and physical safeguards to protect personal information, including access controls and encrypted data transfers.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements, or business operations. The most current version will always be available on our website.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us: