Privacy Policy Overview

This Privacy Policy outlines how we handle personal data in compliance with applicable laws.

Effective Date
As stated in this policy
Scope
All users of our services
Questions?

Data collection overview

How information is collected and how cookies work

This section outlines the categories of personal information we collect, where that information comes from, the cookie types used on the site, and the options available to manage cookie preferences.

Data collected

Data Collection Practices

We collect personal information such as names, contact details, and financial data necessary for tax advisory and return filing.

The categories of data collected depend on user interactions with our services.
Sources of data

Data Sources

We gather data from forms submitted by users and from their interactions with our website.

Data is obtained directly from users during service engagement and through automated processes.
Cookie types

Types of Cookies Used

Essential cookies are necessary for the website to function, while performance cookies help us understand user behavior.

Cookies may be categorized as essential, performance, or functionality cookies.
Cookie controls

Cookie Management

Cookies are used to enhance user experience and analyze site traffic.

Users can manage cookie preferences through their browser settings at any time.
Purpose of use

Purposes of Data Processing

These purposes include providing tax advisory services, processing returns, and improving our offerings.

Personal data is processed for specific purposes related to our services and compliance.
Third-party sharing

Data Sharing with Partners

We share data with trusted partners only for purposes outlined in this policy.

Third parties receiving personal data are required to maintain confidentiality and security.
User Rights

User Rights

These rights include access to data, correction, and deletion under certain conditions.

Users have specific rights regarding their personal data, subject to legal limitations.
Requests

Exercising User Rights

Requests for exercising rights should be submitted through the contact methods provided.

We will address verified requests regarding user rights within the timeframe required by law.
Data Retention

Data Retention Policy

Data is periodically reviewed and securely deleted when it is no longer needed.

We retain personal data only as long as necessary to fulfill the purposes for which it was collected.
Policy Updates

Policy Updates

Users will be informed of updates to this policy via email or website notifications.

We will notify users of significant changes to this policy through appropriate communication channels.

Contact Information

Phone
+1 514-298-1543
Address
10953 Markham Rd, Markham ON L3P
General Inquiries