
Privacy Policy
Protecting your privacy is a priority. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in the course of providing tax preparation and related services.
Date Updated: Feb 8, 2026
1. Information We Collect
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We collect only the information necessary to provide accurate and compliant tax services. This may include:
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Personal information
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Full name, date of birth, address, email address, phone number
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Social Insurance Number (SIN) and family details (when required for tax filing)
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Financial and tax information
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Income slips (e.g., T4, T4A, T5, T3, T5007)
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Expense records, receipts, and supporting documentation
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CRA notices, prior-year tax returns, and account information
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Website and communication information
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Information submitted through contact forms or emails
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Limited technical data such as IP address or browser type for security and analytics purposes
2. How We Use Your Information
Your information is used strictly for legitimate business and legal purposes, including:
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Preparing and filing personal and small business tax returns
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Communicating with you regarding your tax filing and related services
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Responding to inquiries and providing guidance or recommendations
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Complying with Canada Revenue Agency (CRA) requirements and other legal obligations
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Maintaining internal records for quality, compliance, and audit purposes
We do not sell, rent, or trade your personal information.
3. Consent
We collect, use, and disclose personal information with your knowledge and consent, except where permitted or required by law. Consent may be expressed (e.g., signing engagement documents) or implied (e.g., providing information for tax preparation).
You may withdraw consent at any time, subject to legal or contractual restrictions.
4. Information Sharing and Disclosure
We may share your information only in limited circumstances, such as:
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With the Canada Revenue Agency or other government authorities as required by law
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With secure third-party service providers used solely to support our operations (e.g., secure tax software, document storage), under strict confidentiality obligations
We do not disclose your information for marketing purposes.
5. How We Protect Your Information
We take reasonable and appropriate measures to protect your personal and financial information, including:
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Secure electronic storage and encrypted systems where applicable
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Restricted access to client information on a need-to-know basis
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Secure handling of physical documents
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Ongoing attention to data security and privacy practices
Despite safeguards, no method of transmission or storage is 100% secure. We continuously review our practices to reduce risk.
6. Retention of Information
We retain personal information only as long as necessary to fulfill the purposes for which it was collected and to meet legal, regulatory, or professional requirements.
When information is no longer required, it is securely destroyed or anonymized.
7. Access and Accuracy
You have the right to:
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Request access to your personal information
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Request corrections if information is inaccurate or incomplete
Requests may be made in writing, and we will respond within a reasonable timeframe.
8. Cookies and Website Use
Our website may use basic cookies or analytics tools to improve functionality and user experience. These tools do not collect sensitive personal or tax information.
You may adjust your browser settings to disable cookies if you prefer.
9. Changes to This Privacy Policy
This Privacy Policy may be updated from time to time to reflect changes in legal requirements or business practices. The most current version will always be available on our website.
10. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact using this Contact Form







