Privacy Policy

CBJCanada Tax Preparers is committed to protecting your personal information. We collect only the personal and financial information necessary to prepare and file your income tax return, communicate with you, and meet Canada Revenue Agency (CRA) and legal requirements. This may include identifying information, contact details, income and benefit information, and payment details. Your information is used only for these purposes, is not sold or shared except where required by law or with your consent (such as filing with the CRA), and is protected using reasonable security safeguards. We retain personal information only as long as required by law and you may request access to or correction of your information by contacting us.

Application of This Policy

This Privacy Policy applies to personal information collected, used, or disclosed by CBJCanada Tax Preparers in the course of providing tax preparation services to employees, seniors, and benefit recipients. Personal information means information about an identifiable individual, as defined under applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

Information We Collect

We collect only the information necessary to provide our services, which may include:

• Full name, address, phone number, and email address
• Date of birth and Social Insurance Number (SIN)
• Income information (such as T4s, T5s, pensions, and benefits)
• Government benefit information (including CPP, OAS, EI, ODSP, or similar programs)
• Banking information for refunds or payments, if applicable
• Information you provide through forms, email, phone, or in person

How We Collect Information

• Directly from you or your authorized representative
• Through intake forms, email communication, phone calls, or in-person meetings
• When you voluntarily provide information needed to prepare your tax return

Why We Collect Personal Information

We collect and use personal information for the following purposes:

• Preparing and filing income tax returns
• Communicating with you regarding your tax filing
• Verifying identity and eligibility for credits and benefits
• Meeting CRA and legal record-keeping requirements
• Providing customer support related to our services

We do not use your personal information for purposes unrelated to tax preparation without your consent.

Consent

By providing your personal information and using our services, you consent to the collection, use, and disclosure of your information as described in this Privacy Policy. You may withdraw your consent at any time, subject to legal and regulatory requirements. Please note that withdrawing consent may limit our ability to provide services to you.

Disclosure of Personal Information

We do not sell, rent, or trade personal information. Personal information may be disclosed only:

• To the Canada Revenue Agency (CRA) for tax filing purposes
• When required or permitted by law
• With your consent
• To service providers used solely to support our operations (such as secure tax software or document storage), where applicable

Security Safeguards

We use reasonable administrative, technical, and physical safeguards to protect personal information, including:

• Secure digital storage and password protection
• Limited access to personal information
• Secure handling of paper and electronic records

Only authorized individuals may access personal information for legitimate business purposes.

Retention of Information

Personal information is retained only for as long as necessary to fulfill legal, tax, and regulatory requirements. When no longer required, information is securely destroyed, erased, or anonymized.

Access and Correction

You have the right to:

• Request access to your personal information
• Request corrections to inaccurate or incomplete information
• Ask questions about how your information is handled

Requests can be made by contacting CBJCanada Tax Preparers using the contact information provided on our website.

Accuracy of Information

You are responsible for providing accurate and complete information. Please notify us promptly if your information changes or if corrections are required.

Changes to This Privacy Policy

This Privacy Policy may be updated from time to time to reflect changes in our practices or legal requirements. Updates will be posted on our website with the revised effective date.

Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact:

CBJCanada Tax Preparers info@cbjcanada.com