Privacy Policy

Effective Date: August 2026

At TAL CPA ("we", "our", or "the Firm"), your privacy and the security of your personal and corporate information are our highest priorities. This Privacy Policy explains how we collect, use, disclose, and safeguard your information in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and the professional standards of the Chartered Professional Accountants of Ontario (CPA Ontario).

1. Information We Collect

In order to provide you with professional accounting, tax, and consulting services, we may collect the following types of information:

• Personal Contact Information: Name, address, email address, and phone numbers.
• Financial and Tax Information: Social Insurance Numbers (SIN), Business Numbers (BN), tax returns, bank statements, payroll records, and other financial documents required to complete your engagements.
• Website Usage Data: When you visit talcpa.ca, we may collect non-identifiable information such as IP addresses, browser types, and pages visited through the use of cookies and Google Analytics to improve our website experience.

2. How We Use Your Information

We use the information we collect strictly for the following purposes:

• To prepare and file corporate and personal tax returns with the Canada Revenue Agency (CRA).
• To provide bookkeeping, payroll, and financial advisory services.
• To communicate with you regarding your accounts, tax deadlines, and inquiries.
• To comply with legal and professional regulatory requirements.

3. How We Protect Your Information

As a regulated CPA firm, we are bound by strict professional codes of ethics regarding client confidentiality. We employ robust physical, electronic, and procedural safeguards to protect your data against unauthorized access, disclosure, or misuse. This includes using secure, encrypted client portals for document sharing and employing industry-standard firewall protections.

4. Sharing of Information

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

• With your explicit consent: (e.g., submitting your tax return to the CRA).
• With trusted service providers: (e.g., cloud-based accounting software like QuickBooks) who are strictly contractually obligated to protect your data.
• When required by law: or professional regulatory bodies (such as a mandatory practice inspection by CPA Ontario).

5. Website Cookies

Our website uses cookies to enhance user experience and analyze website traffic. You can choose to accept or decline cookies through our cookie consent banner or your browser settings. Declining cookies will not prevent you from using our website.

6. Your Rights

You have the right to request access to the personal information we hold about you, request corrections to any inaccuracies, or request the withdrawal of your consent for us to use your information (subject to legal and professional retention requirements).

7. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how your data is handled, please contact us at:

TAL CPA
Oakville, ON
Phone: (289) 399-2786
Email: info@talcpa.ca