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Privacy Policy

A legal disclaimer

At IM Tax Solutions, we respect your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable Canadian privacy laws.

 

1. Information We Collect

We collect personal and business information necessary to provide professional services, including but not limited to:

  • Identification details (name, date of birth, SIN, address, phone, email).

  • Financial records (T4s, T5s, tax slips, business ledgers, bank statements).

  • Business information (corporate registrations, financial statements, GST/HST filings).

  • Immigration, employment, or investment-related documentation where applicable.

  • Communication records (emails, consultations, phone logs).

 

2. How We Use Your Information

We use your information only for legitimate professional purposes, including:

  • Preparing and filing personal and corporate tax returns.

  • Providing accounting, advisory, and business consulting services.

  • Communicating with the CRA or other government agencies on your behalf, when authorized.

  • Meeting legal and regulatory obligations.

  • Communicating with you about services, deadlines, and updates.

 

3. How We Protect Your Information

We take all reasonable precautions to safeguard your personal data, including:

  • Secure storage systems with restricted access.

  • Encryption for electronic communication and file transfer.

  • Physical safeguards for hard-copy records.

  • Staff confidentiality agreements and ongoing privacy training.

Despite these safeguards, no system is completely secure, and clients should also use caution when sharing sensitive data electronically.

 

4. Disclosure of Information

We do not sell, rent, or trade your personal information. Disclosure is limited to:

  • Authorized third parties, such as the CRA or provincial tax authorities, when required for service delivery.

  • Professional partners or subcontractors engaged to assist in providing services, subject to confidentiality agreements.

  • Legal requirements, such as court orders, audits, or regulatory inquiries.

 

5. Retention of Records

  • We retain client records for as long as required by law (generally six years from the end of the last tax year they relate to).

  • After the retention period, records are securely destroyed (digital shredding or physical shredding).

 

6. Your Rights

Under PIPEDA, you have the right to:

  • Access the personal information we hold about you.

  • Request corrections to inaccurate or incomplete information.

  • Withdraw consent for certain uses, subject to legal or contractual restrictions.

  • File a complaint with the Office of the Privacy Commissioner of Canada if you believe your rights have been violated.

 

7. Cookies and Website Data

Our website may use cookies or tracking tools to improve user experience. These do not collect personal financial data and can be disabled through your browser settings.

 

8. Updates to Privacy Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website. Clients will be notified of significant changes.

 

9. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us: info@imtax.ca

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