Purpose of use
Purposes of Data Processing
We process personal data to provide tax advice, support services, and to comply with legal obligations.
Processing is limited to the purposes described in this policy.
Privacy Policy Overview
This Privacy Policy outlines how we handle personal data in compliance with applicable laws.
Policy guidance
This introductory summary is provided to help readers navigate the sections that follow.
Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel
Third-party sharing
Data Sharing with Partners
We may share data with service providers who assist us in delivering our services.
Third parties receiving data are bound by confidentiality obligations.
Legal basis
Legal Disclosures
We may share personal data with law enforcement or regulatory bodies as required by law.
Disclosure to authorities occurs only when required by applicable law.
User Rights
User Rights
Users have rights regarding their personal data, including access, correction, and deletion.
Rights may be subject to legal limitations in certain circumstances.
Requests
Exercising User Rights
Requests to exercise rights should be submitted in writing for verification purposes.
We respond to verified rights requests within the timeframe required by law.
Data Retention
Data Retention Policy
We retain personal data only for as long as necessary to fulfill the purposes outlined in this policy.
Retention periods are reviewed periodically and data is deleted when no longer necessary.
Policy Updates
Policy Updates
We will notify users of significant updates to this policy via our website or direct communication.
Material changes to this policy are communicated through appropriate channels.
Contact Information
Email
Phone
+1 514-218-4002
Address
1666 Jane Street, North York ON M9N 2R8
General inquiries
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
Collection of Personal Data
We collect personal data such as names, contact information, and financial details necessary for providing tax advice and support.
The categories of data collected depend on how users interact with our services.
Sources of data
Sources of Data Collection
We obtain data from user submissions, account registrations, and interactions with our website.
Data is received directly from users or generated through service interactions.
Cookie types
Types of Cookies Used
We utilize essential cookies for functionality and analytical cookies for performance tracking.
Cookies vary by purpose and may be session-based or persistent.
Cookie controls
Cookie Management
Cookies are used to enhance user experience and analyze site usage.
Users may adjust cookie preferences through browser settings at any time.