Privacy policy

Your tax information is sensitive. Here is how we handle it.

What we collect

The information you give us in our form, such as your name, contact details, SIN, tax slips and receipts, so we can prepare and file your return.

How we use it

Only to prepare and file your tax return, contact you about it, and keep records as required by law. We never sell or share your information for marketing.

Where it is stored

Forms and files are submitted through Jotform. Access is limited to the people preparing your return.

How long we keep it

The CRA requires records to be kept for six years. After that, we delete them securely.

Cookies

This website does not use tracking or advertising cookies. The form provider, Jotform, may use its own cookies.

Your rights

You may ask to see or correct the information we hold about you, or ask questions about this policy, through the form on this website.

Last updated November 2026

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