1. Overview
The Tax Man Canada respects the privacy of the people who contact us and request tax preparation services. This policy explains the categories of personal information that may be involved, why we use that information, and how to reach us about it.
2. Information we collect
Depending on your interaction with us, personal information may include:
- Names, mailing addresses, telephone numbers, email addresses and other contact details.
- Tax filing details such as filing year, marital status, date of birth, SIN, income information, dependants, tax forms, slips, receipts and supporting documents when requested through the appropriate intake process.
- Communications, inquiries and service preferences.
- Technical information related to website use, such as device type, IP address and browser information, where collected by the services and tools used on the website.
Our Get Started form may be provided by a third-party form platform. Its submitted information is processed according to the workflow configured for that service.
3. How information is used
Information may be used to respond to inquiries, assess service requests, prepare or assist with tax filings, request authorization, coordinate professional services, maintain records, process permitted payments, comply with applicable law and improve the user experience.
4. Consent and authority
We obtain consent as appropriate for the collection, use and disclosure of information. The tax preparation engagement and related authorization steps may follow the initial intake. You may contact us with questions about consent or its withdrawal, subject to applicable legal and contractual requirements.
5. Service providers and disclosures
We may work with service providers for forms, customer communications, electronic signatures, hosting, security, document handling and other operational needs. Information is shared to the extent needed for the relevant service and applicable obligations. Information may also be disclosed where authorized by you or required by law.
When a website visitor chooses a partner website, that partner operates under its own privacy policy and practices.
6. Storage and processing locations
Depending on the systems used for intake, email, hosting and electronic signatures, information may be stored or processed in Canada or other jurisdictions. The locations and safeguards for each provider should be confirmed against the systems actually used by the business.
7. Protection of personal information
Appropriate administrative, technical and physical safeguards are important when handling tax information. Measures may include restricted staff access, secure connections, account controls, encrypted storage where supported, monitoring, backups and provider oversight. The safeguards described publicly should reflect those implemented in the active systems.
8. Retention and disposal
Personal information is retained for the period needed to deliver services and meet applicable legal, tax, professional and operational obligations. Information is then securely deleted or anonymized where appropriate. Specific retention periods should be confirmed against the business's records policy.
9. Access, correction and questions
You may contact us to request access to personal information held about you, ask for corrections or raise a privacy concern. Requests will be handled in accordance with applicable Canadian privacy law and identity verification requirements.
10. Website technology and marketing
Our website may use necessary cookies and other technologies to operate correctly. Optional analytics and marketing technologies, when activated, are subject to applicable consent requirements. See our Cookie Policy for more information. Marketing communications are managed according to applicable Canadian anti-spam rules.
11. Changes to this policy
We may update this policy as services, systems and legal requirements change. The updated version will appear on this page with a new date.
Questions or requests
Contact The Tax Man Canada at david@thetaxmancanada.ca or (403) 818-1071.
Business contact and mailing address: Suite 301, 1500 7 Street SW, Calgary, Alberta, Canada.