Privacy Policy

Level Tax is a tax and accounting services firm based in Mississauga, Ontario, Canada. We provide personal tax preparation, corporate tax filing, bookkeeping, payroll, and related financial services to individuals and businesses across Canada. In this policy, "we", "us", and "our" refer to Level Tax. "You" refers to any individual who visits our website or engages our services.

We are committed to protecting your personal information and handling it in a responsible and transparent manner. This Privacy Policy explains what information we collect, why we collect it, how we use it, and what rights you have under the Personal Information Protection and Electronic Documents Act (PIPEDA), Canada's federal private-sector privacy law. We collect and use personal information only with your knowledge and consent, and only for the purposes we describe in this policy.

When you contact us, submit an inquiry through our website, or engage our services, we may collect the following types of personal information: Contact information such as your full name, email address, and phone number. Business information such as your business name, business number, and type of entity. Tax and financial information that you provide to us in the course of receiving our services, such as income slips, receipts, financial statements, and prior tax returns. This information is provided voluntarily by you and is necessary to perform the services you request. We do not collect payment card information through our website. Any payments are processed through secure third-party payment platforms. We do not sell, rent, or trade your personal information to third parties.

We collect personal information for the following purposes: To respond to inquiries you submit through our website contact form or booking form. To deliver the accounting, tax, and financial services you have engaged us to perform. To communicate with you about your file, upcoming deadlines, and service updates. To comply with legal and regulatory obligations, including those imposed by the Canada Revenue Agency and applicable provincial authorities. To improve the quality of our services and our website. We will not use your personal information for any purpose other than those listed above without first obtaining your consent.

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. Client documents and financial information are stored and transmitted using industry-standard encryption. We use secure cloud-based platforms for document management and communications. We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, and in accordance with applicable retention requirements under tax law and professional standards. Personal tax records are generally retained for a minimum of seven years. Access to your personal information within our organization is limited to those who have a legitimate need to access it in order to perform their responsibilities.

We do not sell or disclose your personal information to third parties except in the following circumstances: Service providers: We may share information with trusted third-party service providers who assist us in delivering our services, such as cloud storage, accounting software, and secure communication platforms. These providers are bound by confidentiality obligations and may not use your information for any other purpose. Government authorities: We are legally required to file certain information with the Canada Revenue Agency and other government bodies on your behalf. We will only submit information that you have explicitly authorized us to file. Legal requirements: We may disclose your information if required to do so by law, court order, or government authority. We require any third party that receives your personal information to maintain appropriate security safeguards consistent with this policy.

Our website may use cookies and similar tracking technologies to understand how visitors interact with our site. This information is collected in aggregate and is not linked to any personal information you provide through our contact forms. You can disable cookies through your browser settings at any time. Doing so may affect the functionality of certain features on our website.

Under PIPEDA, you have the right to: Request access to the personal information we hold about you and receive a copy of that information. Request that we correct any inaccurate or incomplete personal information. Withdraw your consent to the collection or use of your personal information at any time, subject to legal or contractual restrictions. Note that withdrawing consent may affect our ability to provide services to you. File a complaint with the Office of the Privacy Commissioner of Canada if you believe we have not handled your personal information in accordance with PIPEDA. To exercise any of these rights, please contact us using the information provided in the Contact section below.

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies before providing any personal information.

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make changes, we will update the date at the bottom of this page. We encourage you to review this policy periodically.

If you have any questions or concerns about this Privacy Policy or the way we handle your personal information, please contact us at: Email: hello@leveltax.ca Mailing address: Mississauga, Ontario, Canada If you are not satisfied with our response, you have the right to contact the Office of the Privacy Commissioner of Canada at www.priv.gc.ca.