Privacy Policy

1. Information We Collect

We may collect personal information that you voluntarily provide when you interact with our website or services, including:

• Name, email address, phone number, and mailing address submitted through our contact form
• Financial documents and information provided in the course of our professional services
• Information about your business relevant to the services we provide

We may also automatically collect certain technical information when you visit our website, including your IP address, browser type, referring pages, and pages visited. This information is collected through cookies and similar technologies to help us improve our website experience.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested services
• Prepare tax returns, financial statements, and other accounting deliverables
• Communicate important updates related to your account or our services
• Improve our website functionality and user experience
• Comply with legal and regulatory requirements

3. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With the Canada Revenue Agency (CRA) or other government agencies when required to provide our services or comply with the law
• With trusted third-party service providers who assist us in operating our website or conducting our business, provided they agree to keep your information confidential
• When required by law, regulation, legal process, or enforceable governmental request

4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

5. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and collect usage data. You may configure your browser to refuse cookies or alert you when cookies are being sent. Please note that some features of our website may not function properly if cookies are disabled.

6. Data Retention

We retain your personal information for as long as necessary to fulfil the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Financial records are retained in accordance with CRA guidelines and applicable Canadian legislation.

7. Your Rights

Under applicable Canadian privacy legislation, you have the right to access, correct, or request deletion of your personal information held by us. To exercise any of these rights, please contact us using the information provided below.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date. We encourage you to review this page periodically to stay informed about how we protect your information.

9. Contact Us

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