1. Introduction and company information
This Privacy Policy explains how Maple Ledger Tax Advisory Inc. collects, uses, discloses, stores, and protects personal information in the course of providing tax-consultant services in Canada. Maple Ledger Tax Advisory Inc. is committed to handling personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and, where applicable, provincial privacy legislation.
Maple Ledger Tax Advisory Inc.
Suite 402, 1188 West Hastings Street
Vancouver, BC V6E 4S7
Canada
Email: [email protected]
Phone: +1 (604) 782-4958
For the purposes of this Privacy Policy, “personal information” means information about an identifiable individual, as defined under applicable privacy laws.
2. Data collection and processing
Maple Ledger Tax Advisory Inc. collects personal information only as necessary to provide tax advisory and related services, manage client relationships, and meet legal and regulatory obligations. The types of information we may collect include:
- Identification information, such as name, address, date of birth, and government-issued identification details where required;
- Contact information, such as email address, telephone number, mailing address, and preferred communication method;
- Financial and tax-related information, such as income details, deductions, expenses, tax returns, CRA correspondence, account records, and supporting documents;
- Business information, including sole proprietorship, partnership, or corporate records relevant to tax advisory services;
- Communications with us, including emails, call records, intake forms, consultation notes, and service requests;
- Technical information when you use our website or digital services, such as IP address, browser type, device information, and usage data collected through cookies or similar technologies where applicable.
We may collect personal information directly from you, from your authorized representatives, from government authorities such as the Canada Revenue Agency, and from third parties where permitted or required by law and where you have authorized such collection.
We process personal information by collecting, organizing, storing, reviewing, using, disclosing, retaining, and otherwise handling it for the purposes described in this Privacy Policy.
3. Purpose of data processing
Maple Ledger Tax Advisory Inc. processes personal information for the following purposes:
- To provide tax advisory, tax preparation, filing support, and related professional services;
- To assess client needs and maintain accurate client records;
- To communicate with clients, respond to inquiries, and deliver requested services;
- To prepare, review, submit, and support tax filings and related documentation;
- To verify identity and prevent fraud, unauthorized access, or misuse of information;
- To comply with legal, regulatory, accounting, and professional obligations;
- To administer billing, collections, payments, and other business operations;
- To improve our services, systems, and client experience;
- To maintain internal records, audits, and quality control;
- To defend or establish legal rights and manage disputes, claims, or investigations.
4. Legal basis for processing
Under Canadian privacy law, we rely on appropriate lawful grounds to collect, use, and disclose personal information. Depending on the circumstances, these grounds may include:
- Consent: We may collect, use, and disclose personal information with your knowledge and consent, express or implied, as appropriate.
- Performance of services: We process personal information as reasonably necessary to provide tax-consultant services requested by you or your organization.
- Legal and regulatory obligations: We may process personal information to comply with applicable laws, regulations, court orders, tax laws, and professional requirements.
- Legitimate business purposes: We may process personal information for reasonable purposes such as fraud prevention, security, service administration, recordkeeping, and business operations, provided such use is appropriate and privacy-protective.
Where consent is required, you may withdraw it at any time subject to legal or contractual restrictions and reasonable notice, as described below.
5. Data sharing and third parties
Maple Ledger Tax Advisory Inc. does not sell personal information. We may disclose personal information only as necessary and appropriate for the purposes described in this Privacy Policy, including to the following categories of recipients:
- Government authorities, including the Canada Revenue Agency and other tax or regulatory bodies, where required or permitted by law;
- Service providers and vendors that assist us with IT hosting, secure storage, communications, bookkeeping, payment processing, document management, and professional services;
- Professional advisers, such as lawyers, auditors, accountants, insurers, and consultants, where needed for professional, legal, or compliance purposes;
- Authorized representatives and third parties designated by you;
- Law enforcement, courts, or other authorities where disclosure is required by law or necessary to protect legal rights.
We require third parties that process personal information on our behalf to protect it using appropriate safeguards and to use it only for authorized purposes.
6. Data transfer to third countries
Some personal information may be stored or processed outside Canada, including in other jurisdictions where our service providers operate. As a result, personal information may be subject to the laws of those jurisdictions and may be accessible to courts, law enforcement, or regulatory authorities there.
Where we transfer personal information outside Canada, we take reasonable steps to ensure it receives an appropriate level of protection through contractual, technical, and organizational safeguards consistent with Canadian privacy requirements.
7. Storage duration
We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, to comply with legal, accounting, and professional obligations, and to resolve disputes or enforce agreements.
The retention period may vary depending on the type of information and the legal requirements applicable to tax and professional records. When personal information is no longer required, we dispose of it securely, delete it, or anonymize it, as appropriate.
8. User rights
Subject to applicable law, you may have the following rights in relation to your personal information:
- Access: You may request access to the personal information we hold about you and information about how it is used or disclosed;
- Rectification: You may request correction of inaccurate or incomplete personal information;
- Erasure: You may request deletion of personal information in certain circumstances, subject to our legal retention obligations;
- Restriction: You may request that we limit the processing of your personal information in certain situations;
- Data portability: Where applicable, you may request a copy of your personal information in a portable format;
- Objection: You may object to certain uses of your personal information, including where processing is based on legitimate business purposes or consent where applicable.
To exercise any of these rights, please contact us using the details provided below. We may need to verify your identity before fulfilling your request. Some rights may be limited by law, professional obligations, or the need to retain information for tax and compliance purposes.
9. Withdrawal of consent
Where we rely on your consent to process personal information, you may withdraw that consent at any time by contacting us. Withdrawal of consent does not affect the lawfulness of processing conducted before the withdrawal, and it may not prevent us from retaining or using information where required or permitted by law.
Please note that if you withdraw consent for certain processing activities, we may be unable to continue providing some or all of our services.
10. Right to complain
If you have concerns about our privacy practices or how we handle your personal information, we encourage you to contact us first so that we may address your concerns promptly.
You also have the right to file a complaint with the Office of the Privacy Commissioner of Canada or, where applicable, with the appropriate provincial privacy authority. We will cooperate with any lawful investigation and take reasonable steps to resolve privacy concerns in a timely manner.
11. Data security
Maple Ledger Tax Advisory Inc. uses reasonable administrative, technical, and physical safeguards to protect personal information against loss, theft, unauthorized access, disclosure, alteration, or destruction. These measures may include:
- Access controls and authentication measures;
- Encryption or secure transmission methods where appropriate;
- Restricted access to client files and systems on a need-to-know basis;
- Employee confidentiality obligations and privacy training;
- Secure storage and retention practices;
- Monitoring for unauthorized access or suspicious activity.
No method of transmission or storage is completely secure. While we strive to protect personal information, we cannot guarantee absolute security.
12. Contact information
If you have questions, requests, or complaints regarding this Privacy Policy or our handling of personal information, please contact:
Maple Ledger Tax Advisory Inc.
Suite 402, 1188 West Hastings Street
Vancouver, BC V6E 4S7
Canada
Email: [email protected]
Phone: +1 (604) 782-4958
13. Changes to privacy policy
Maple Ledger Tax Advisory Inc. may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or operational needs. The updated policy will be posted on our website or otherwise made available to you, and the revised version will take effect on the date indicated or upon publication, as applicable.
We encourage you to review this Privacy Policy periodically to stay informed about how we protect your personal information.