Privacy Policy

At MyTax Professional Services (“MyTax,” “we,” “us,” or “our”), we are committed to protecting the privacy and confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, store, and disclose your information when you use our website (mytax.ca) and our accounting, tax preparation, and bookkeeping services.

1. Information We Collect

We collect the following types of information to provide our services:

• Personal Information: Name, email address, phone number, mailing address, date of birth, and Social Insurance Number (SIN) when required for tax filing.
• Financial Information: Income details, bank account information, investment records, expense records, and other financial data necessary for accounting and tax services.
• Business Information: Business name, incorporation details, HST/GST numbers, payroll records, and corporate financial statements.
• Website Usage Data: IP address, browser type, pages visited, and interaction data collected through cookies and analytics tools.
• Communication Data: Records of emails, phone calls, and messages exchanged with our team.

2. How We Use Your Information

• Provide accounting, tax preparation, bookkeeping, and financial advisory services
• File tax returns and other documents with the Canada Revenue Agency (CRA) and provincial tax authorities
• Process payroll and issue T4/T4A slips on your behalf
• Communicate with you regarding your account, services, and appointments
• Improve our website, services, and client experience
• Comply with legal and regulatory obligations
• Send you relevant tax tips, newsletters, and service updates (with your consent)

3. How We Protect Your Information

We implement industry-standard security measures to protect your data, including encrypted data transmission (SSL/TLS), secure cloud storage with access controls, regular security audits, staff training on data privacy and confidentiality, and multi-factor authentication for sensitive systems. All financial data is stored in CRA-compliant, Canadian-hosted servers where possible.

4. Information Sharing & Disclosure

We do not sell, rent, or trade your personal information. We may share your data only in the following circumstances:

• With your consent: When you authorize us to share information with third parties (e.g., CRA, banks, legal advisors).
• Service providers: With trusted third-party tools we use to deliver services (e.g., QuickBooks, secure document portals), all bound by confidentiality agreements.
• Legal requirements: When required by law, regulation, court order, or government authority.
• Professional obligations: As required by CPA Ontario and applicable professional standards.

5. Data Retention

We retain your personal and financial information for a minimum of 7 years after the end of our professional engagement, as required by CRA regulations and professional standards. After this period, data is securely destroyed.

6. Your Rights

Under Canadian privacy law (PIPEDA), you have the right to:

• Access your personal information held by us
• Request corrections to inaccurate data
• Withdraw consent for non-essential data processing
• Request deletion of your data (subject to legal retention requirements)
• File a complaint with the Privacy Commissioner of Canada

7. Cookies & Analytics

Our website uses cookies and similar technologies to improve your browsing experience and analyze site usage. You can control cookie preferences through your browser settings. We use Google Analytics to understand how visitors interact with our site; this data is anonymized and not linked to personal identities.

8. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: