If you have questions or concerns regarding this statement, please contact:
Guarding Your Privacy
1. What personally identifiable information of yours or third party personally identifiable information is collected.
2. The organizations collecting the information.
3. How the information is used.
4. With whom the information may be shared.
5. What choices are available to you regarding collection, use and distribution of the information collected.
6. The kind of security procedures that are in place to protect the loss, misuse or alteration of information under our control.
7. How you can correct any inaccuracies in the information.
8. Linked websites and services.
1. Personal Information that You Provide
Personal information is information that can be used to identify, locate, or contact an individual, and includes other information that may be associated with personal information. When you interact with our sites and services, depending on the site or service, we may collect the following personal information directly from you:
In each of the above instances, you will know what personal information we collect through our sites and services because you voluntarily and directly provide it to us.
We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are trying to collect payment, or we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information from it, we will ask that you provide written permission prior to our responding to that request.
Notice Regarding Advisor-Client Privileged Communications
You should also be aware that anything you tell us during your appointment for the preparation of your tax return is confidential, but not protected from the CRA. Privileged communications (those that are protected from CRA authority to compel our testimony) are limited to non-criminal tax advice on matters before the CRA or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, tax return preparation engagements are not covered by advisor-client privilege.
If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.
2. The Organizations Collecting Personal Information
We, or our third-party service providers such as, but not limited to, Google, Google Partners and affiliates, and Facebook, may collect and store certain technical information when you use our sites and services. For example, our third party trackers receive and automatically collect information about your computer and browser, including, for instance, your IP address, browser type, domain name from which you accessed the site or service, device size and other software or hardware information (see Cookies section below). If you access our sites and services from a mobile or other device, we may collect a unique device identifier assigned to that device (UDID), type of device, general GPS location, or other transactional information for that device in order to serve content to it and to improve your experience in using the sites or services.
In addition, we or our third-party service providers may collect information about how you use of our sites, including but not limited to, the date and time you visit the sites, the areas or pages of the sites that you visit, the amount of time you spend viewing the sites, the number of times you return to the sites, visits to sites outside our network, preferred language, and other click-stream data. We may also provide your contact information to third-party agencies without your consent for payment collection purposes.
We may use information collected from you through cookies and other tracking technologies in one or more of the following ways:
Cookies combined with ad technology such as web beacons, pixels, and anonymous ad network tags help us serve relevant ads to you more effectively. They also help us collect aggregated auditing, research, and reporting for advertisers. Pixels, which are invisible tags placed on our websites, help us understand and improve our service, show you ads, and know when content has been shown to you. Please note that because our pages include advertisements, your web browser may request advertisements and web beacons directly from ad network servers, and these networks can view, edit, or set their own cookies, just as if you had requested a web page from their site.
3. How We Use Personal Information
We may use the personal information that you provide in one or more of the following ways:
We will only collect and process personal information, including sharing it with third parties, where we have a legal basis for such collection and processing. We rely on a number of legal bases, including:
4. With Whom the Information May Be Shared
We may share your personal information with third parties in the following circumstances:
We may share personal information about you for any other purpose(s) disclosed to you at the time we collect your information or with your consent.
Non-personal information may be shared with our partners who referred you to our site(s) and who may use the data for their market research and measurement purpose. User information may also be shared with our partners who help us deliver ads to you on websites not controlled by us; for instance, when we put a pixel on a conversion page on our site and a marketing partner uses that pixel to optimize the traffic that they send to us.
Information to Third Party Providers
Referrals are Welcome
Referrals are the cornerstone of any service business. This firm, like other professional service firms, relies on satisfied clients as the primary source of new business. Your referrals are both welcome and most sincerely appreciated! When you refer clients here, you are expressing your faith and confidence in the services this office offers and will continue to provide to you. You may have business associates who need professional tax assistance, or family and friends who struggle to do their own taxes every year. No matter whom you refer, be assured that their individual tax needs will be looked after in the same professional manner yours have been.
Since your referrals are generally individuals you are well acquainted with, you can be assured that your personal, financial, and tax data will not be shared with them.
5. What Choices are Available to you Regarding Collection, Use, and Distribution of the Information
We give users the opportunity to opt-out of receiving communications from us at any time. The following options are available for removing your information from our database, so as not to receive future communications or to no longer use our services and to have all stored information removed and destroyed.
To notify us about opting out, you can send an email to: firstname.lastname@example.org
6. Security Policy and Procedures
To prevent unauthorized access, maintain data accuracy, and ensure the appropriate use of the information we collect, we deploy a wide range of technical, physical, and administrative safeguards, including: A Secure Sockets Layer certificate (SSL), firewalls, email and data encryption software, external hard drives, system alerts, and other information system security technologies. secure facilities that restrict physical and network access; and regular evaluation and enhancement of our information technology systems, facilities, and information collection, storage, and processing practices. We use reasonable and appropriate administrative, physical, technical, and data security procedures and controls to safeguard your personal and protected tax and bookkeeping information against unauthorized access, disclosure, loss, misuse, and alteration. Under applicable law, we are required to apply reasonable and appropriate measures to safeguard the confidentiality, integrity and availability of taxpayer information as defined by the Canada Revenue Agency.
We use third-party service providers to manage credit card and payment processing. These service providers are not permitted to store, retain, or use billing Information except for the sole purpose of credit card and payment processing on our behalf. When you enter payment information to be processed by our third party service providers, they encrypt the transmission of that information using transport layer security (TLS) technology and do not store it on their systems.
It is important, however, to remember that no system can guarantee 100% security at all times. Accordingly, we cannot guarantee the security of information stored on or transmitted to or from our services. We cannot assume responsibility or liability for unauthorized access to our servers and systems. When disclosing any personal or protected tax information, you should remain mindful of the fact that it is potentially accessible to the public and, consequently, can be collected and used by others without your consent. Accordingly, you should carefully consider if you want to submit sensitive information that you would not want disclosed to the public and should recognize that your use of the Internet and our sites and services is solely at your risk. You are ultimately responsible for maintaining the secrecy for all your personal information, including your tax information. Except as provided in a Business Agreement between us and a individual, partnership, or corporation, we have no responsibility or liability to anyone for the security of your personal or protected tax information transmitted via the Internet.
7. How You Can Correct Any Inaccuracies in Your Information
You can either call or email using the information found on the CONTACT ME page of this website.
8. Linked Websites and Services
We may also provide social media features on our sites and services that enable you to share personal information with your social network(s) and to interact with our sites and services. Depending on the features, your use of these features may result in the collection or sharing of personal information about you. We encourage you to review the privacy policies and settings on the social media site(s) with which you interact.
Links to Other Firms
JR’s Tax & Bookkeeping has links to other accounting firms. This privacy statement is for the sole use and purpose of JR’s Tax & Bookkeeping. Please be aware that JR’s Tax & Bookkeeping is not responsible for the privacy practices of other firms. JR's Tax & Bookkeeping has taken all reasonable steps to ensure the security of this website and our practice. We have used sophisticated encryption technology and incorporated other procedures to protect your personal information at all times. However, because the internet is a public network and third-party services are being used, there is the remote possibility of data security violations. In the event of such occurrences, we are not responsible for any damages you may experience as a result. We encourage you to read the privacy statements of each and every firm that collects your personally identifiable information.
Notification of Changes
Last Updated: June 21, 2021
I'm currently working virtually, over the phone. So, instead of booking a time to meet, we can book some phone time. If documents need to be shared, you can transfer them to me by using my 'Secure Send' dropbox at the time of our appointment.