Privacy & Confidentiality

1. Introduction
Balance Accounting Services ("we," "us," "our") is committed to protecting the privacy and confidentiality of personal and financial information collected in connection with personal income tax preparation services. This policy outlines how we collect, use, disclose, and safeguard your information in compliance with Ontario and Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

2. Collection of Personal Information
 We collect personal and financial information necessary for the preparation and filing of your personal income tax return. This may include but is not limited to:

  • Full name, address, and contact details

  • Social Insurance Number (SIN)

  • Employment and income details (T4s, T5s, and other tax slips)

  • Investment and business income

  • Deductions, credits, and benefits information

3. Use of Personal Information
 We use your personal information solely for the purpose of:

  • Preparing and filing your income tax return

  • Communicating with you regarding your tax return

  • Responding to inquiries from the Canada Revenue Agency (CRA) as required

  • Providing tax planning and advisory services (if applicable)

  • Maintaining compliance with legal and regulatory requirements

4. Disclosure of Personal Information
 Your information will only be disclosed in the following circumstances:

  • To the CRA as part of the tax filing process

  • To third-party service providers engaged by us to assist in tax preparation, subject to confidentiality agreements

  • When required by law, such as responding to court orders or legal investigations

  • With your explicit consent for any other purpose

5. Safeguarding Your Information
 We implement appropriate technical, administrative, and physical safeguards to protect your personal information from unauthorized access, loss, or misuse. These measures include:

  • Secure electronic storage and encrypted communication

  • Restricted access to client records by authorized personnel only

  • Regular staff training on confidentiality and data protection policies

6. Retention of Personal Information
 We retain personal tax records for a period required by law (typically a minimum of six years after filing) and securely dispose of outdated records when they are no longer needed.

7. Your Rights & Access to Information
 You have the right to access and correct your personal information. If you wish to review, update, or request the deletion of your records (subject to legal limitations), please contact us in writing.

8. Contact Information
 If you have any questions or concerns regarding this Privacy & Confidentiality Policy or how your information is handled, please contact:

Balance Accounting Services Inc.
29115 Florence Road, Thamesville ON N0P 2K0
519-350-6616
hello@balanceaccountinginc.ca 

By providing your personal information to us, you acknowledge that you have read, understood, and agreed to this Privacy & Confidentiality Policy.