Privacy Policy

Our client's privacy is one of the priorities of our daily operation. We receive personal, non-public information about clients from the following sources:

• The personal tax data organizers which clients fill out and submit to us. Originals or copies of financial forms and documents which clients provide to us during the process of tax preparation and/or tax planning.

• Financial information provided to us by third parties at clients' instruction.

• Any other communications or documents clients provide to us throughout the tax year.

• Communications from the CRA and/or provincial tax agencies if so authorized by clients.

No personal client's information is ever disclosed to any person or organization except as required by law or as instructed by the client.

Client's information is seen only by employees who need the information in order to deliver the requested tax preparation and income tax planning services to the client.

Client's records are protected by physical and electronic safeguards and, when paper records are discarded, they are shredded to prevent disclosure of the contents.

Should a client become inactive, this privacy policy will still apply to all of that client's records.

Security

Our website is a secure website; it is safe to send your information to our database.

Please contact us if you have any questions concerning our privacy and security policies.