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Privacy Policy

Effective Date: September 30, 2026
Last Updated: September 30, 2026

TaxRecon Inc. (“TaxRecon,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit taxrecon.ca, contact us, request a consultation or quote, communicate with our team, or engage us for accounting, bookkeeping, payroll, tax, GST/HST, CRA compliance, financial management, business advisory, cloud-accounting, or related professional services.

We handle personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) where applicable.

1. Who We Are

TaxRecon Inc. provides accounting, bookkeeping, tax, payroll, GST/HST, CRA compliance, financial management, business advisory, and cloud-accounting support to businesses and individuals in Canada.

For questions about this Privacy Policy or our handling of personal information, please contact:

Privacy Officer

TaxRecon Inc.
930 Waterloo St
London, Ontario N6A 3X3
Canada

Email: Info@taxrecon.ca
Phone: 416-613-8842
Website: taxrecon.ca

2. What Is Personal Information?

Personal information is information about an identifiable individual.

Depending on your relationship with TaxRecon and the services you request, this may include contact information, identification information, financial information, tax information, payroll information, banking information, business-owner information, government-issued identifiers, and other information required to provide professional services.

Information relating solely to a business or organization may not always constitute personal information, although information identifying an individual associated with that business may be protected by applicable privacy laws.

3. Personal Information We May Collect

We limit the collection of personal information to information reasonably required for identified business and professional purposes.

Information You Provide Directly

Depending on the nature of your inquiry or engagement, we may collect:

  • Full name
  • Business or company name
  • Mailing or business address
  • Email address
  • Telephone number
  • Information submitted through website forms
  • Information provided during consultations
  • Business type and industry
  • Annual turnover or revenue information
  • Accounting and bookkeeping records
  • Invoices, receipts, expense records, and transaction information
  • Bank and credit-card records provided for accounting purposes
  • Payroll and employee information
  • Tax returns, tax slips, notices of assessment, and related tax records
  • GST/HST information
  • Corporate records and business numbers
  • CRA correspondence
  • Information required to communicate or act with the Canada Revenue Agency
  • Identification or government-issued information where legitimately required for a professional service
  • Social Insurance Numbers or dependent information where legitimately required for authorized tax services
  • Information necessary to prepare tax filings, financial reports, payroll records, or other requested services
  • Communications between you and TaxRecon
  • Payment or billing information, where applicable
  • Any other information you voluntarily provide to us

Because accounting and tax records may contain highly sensitive personal information, we encourage clients to use the secure document-sharing methods provided or approved by TaxRecon rather than sending sensitive tax documents, passwords, banking credentials, or Social Insurance Numbers through ordinary website contact forms.

4. Information Collected Automatically

When you visit our website, certain technical information may be collected automatically through cookies, logs, analytics technologies, or similar tools.

This information may include:

  • IP address
  • Browser type
  • Device type
  • Operating system
  • Approximate geographic region
  • Pages viewed
  • Referring website or source
  • Date and time of visits
  • Website interaction information
  • Session and traffic information
  • Technical diagnostic information

We use this information to operate, secure, understand, and improve our website and services.

5. Why We Collect and Use Personal Information

We may collect, use, and process personal information for purposes including:

  • Responding to inquiries and consultation requests
  • Preparing quotes or service proposals
  • Establishing and managing client relationships
  • Verifying identity where appropriate
  • Providing accounting and bookkeeping services
  • Preparing financial statements and reports
  • Processing payroll and related reporting
  • Preparing and filing personal or corporate tax returns
  • Preparing and filing GST/HST returns
  • Preparing payroll remittances and information returns
  • Assisting with CRA correspondence, reviews, audits, or compliance matters
  • Providing financial management or business advisory services
  • Maintaining accounting records
  • Communicating with clients regarding their files
  • Scheduling appointments and consultations
  • Issuing invoices and processing payments
  • Managing client accounts and records
  • Providing customer support
  • Maintaining legal, tax, accounting, and regulatory records
  • Protecting against fraud, misuse, security incidents, or unauthorized activity
  • Improving our website, services, workflows, and client experience
  • Performing internal administration and quality control
  • Meeting legal, regulatory, professional, and contractual obligations
  • Establishing, exercising, or defending legal rights
  • Sending newsletters, service updates, or other commercial communications where permitted by law

We will not use personal information for a materially different purpose without obtaining consent where required by applicable law.

6. Consent

Where consent is required, we seek meaningful consent appropriate to the sensitivity of the information and the circumstances in which it is collected.

Consent may be express or implied where permitted by law.

For sensitive information, including certain financial, tax, banking, identification, or payroll information, we may require more explicit authorization.

You may withdraw consent for certain uses of your personal information, subject to legal, professional, contractual, record-retention, or service-delivery restrictions.

Withdrawal of consent may affect our ability to provide certain services.

7. CRA Authorization and Representation

Where you authorize TaxRecon to act for you in dealings with the Canada Revenue Agency (CRA), we may access, collect, use, and disclose information reasonably necessary to perform the services for which authorization has been provided.

This may include information required to:

  • Access authorized CRA services
  • Review tax-account information
  • Prepare and file returns
  • Review notices and correspondence
  • Respond to CRA requests
  • Assist with CRA reviews or audits
  • Manage GST/HST matters
  • Address payroll or source-deduction matters
  • Address corporate or personal tax matters
  • Communicate with the CRA on your behalf

CRA information will only be accessed or used to the extent permitted by your authorization, our professional engagement, and applicable law.

8. Cloud Accounting and Technology Providers

TaxRecon uses technology and cloud-based tools to efficiently provide accounting and financial services.

Depending on the engagement, these technologies may include:

  • QuickBooks Online
  • Xero
  • Dext
  • Payroll platforms
  • Secure client portals
  • Electronic-signature platforms
  • Document-management systems
  • Cloud storage and collaboration services
  • Email and communication systems
  • Payment-processing services
  • Customer relationship management systems
  • Other accounting, tax, security, productivity, or workflow technologies

Third-party providers operate under their own privacy and security practices.

TaxRecon seeks to use reputable providers and takes reasonable steps appropriate to the sensitivity of the information being handled.

9. Service Providers and Disclosure of Information

We do not sell personal information.

We may disclose personal information where reasonably necessary to provide our services or operate our business, including to:

  • Canada Revenue Agency, where authorized or required
  • Provincial or other government tax authorities
  • Accounting and tax software providers
  • Payroll platforms
  • Secure document-storage and client-portal providers
  • Technology and cloud-service providers
  • Payment processors
  • Professional advisors
  • Contractors or service providers assisting TaxRecon
  • Regulatory or professional bodies where required
  • Government authorities, courts, law-enforcement agencies, or other parties where required or permitted by law

We seek to limit disclosure to information reasonably required for the applicable purpose.

Service providers that process personal information on our behalf are expected to protect it appropriately and use it only for authorized purposes.

10. Processing and Storage Outside Canada

Some technology providers, software platforms, cloud systems, or service providers used by TaxRecon may process or store information outside Ontario or outside Canada.

As a result, personal information may be subject to the laws of the jurisdiction in which it is processed or stored and may be accessible to courts, law-enforcement agencies, regulatory authorities, or governments in that jurisdiction where legally required.

Where applicable, TaxRecon uses contractual, administrative, technical, or other appropriate measures to protect information entrusted to service providers.

11. Cookies and Similar Technologies

Our website may use cookies and similar technologies to support:

  • Essential website functionality
  • Website security
  • User preferences
  • Traffic measurement
  • Website performance
  • Analytics
  • Conversion measurement
  • Marketing effectiveness

Some cookies may be necessary for the operation of the website, while others may support analytics or marketing functions.

Where required, appropriate consent mechanisms may be used.

You may also control or disable certain cookies through your browser settings. Blocking some cookies may affect the functionality or performance of the website.

12. Analytics and Advertising Technologies

TaxRecon may use reputable analytics, advertising, or performance-measurement services to understand how visitors find and interact with our website.

Depending on the technologies enabled from time to time, these services may process technical information such as IP addresses, device identifiers, referral sources, website interactions, and cookie identifiers.

We use these technologies to understand website performance, improve user experience, measure marketing effectiveness, and make our services easier to find.

Where required by applicable law, consent will be sought for non-essential tracking technologies.

13. Marketing Communications

Where permitted by law, TaxRecon may send service information, newsletters, tax updates, business information, or promotional communications.

We comply with applicable requirements governing commercial electronic communications, including Canada’s Anti-Spam Legislation where applicable.

You may unsubscribe from marketing communications using the unsubscribe mechanism provided in the message or by contacting us at Info@taxrecon.ca.

Unsubscribing from marketing communications will not prevent us from sending transactional, professional, security, billing, tax-filing, engagement-related, or other communications necessary to provide services to you.

14. How We Protect Personal Information

We recognize that financial and tax information can be highly sensitive.

TaxRecon uses reasonable administrative, technical, and physical safeguards appropriate to the nature and sensitivity of the information in our custody or control.

Depending on the circumstances, safeguards may include:

  • Access controls
  • Password-protected systems
  • Multi-factor authentication where available and appropriate
  • Encryption in transit or at rest where supported and appropriate
  • Secure cloud platforms
  • Secure document-transfer methods
  • Restricted access based on business need
  • Software updates and security controls
  • Confidentiality requirements
  • Internal processes for handling sensitive information
  • Secure disposal or deletion practices

No electronic system, internet transmission, email service, or storage method is completely secure. Accordingly, we cannot guarantee absolute security.

15. Email and Electronic Communications

Ordinary email and internet communications involve inherent security risks.

Clients should avoid sending highly sensitive information, such as passwords, complete banking credentials, Social Insurance Numbers, or full tax-document packages through unsecured communication channels unless specifically instructed to do so.

Where appropriate, TaxRecon may provide or recommend a more secure method of document exchange.

16. Accuracy of Personal Information

We take reasonable steps to maintain information that is accurate, complete, and up to date for the purposes for which it is used.

Clients are responsible for informing us of material changes to their personal, business, tax, payroll, or contact information where those changes are relevant to the services being provided.

17. Retention of Personal Information

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected and to satisfy applicable:

  • Legal requirements
  • Tax requirements
  • Accounting requirements
  • Professional obligations
  • Regulatory requirements
  • Contractual obligations
  • Record-retention requirements
  • Dispute-resolution requirements
  • Security and fraud-prevention requirements

Retention periods may therefore vary depending on the type of information and the service provided.

When personal information is no longer required, it may be securely deleted, destroyed, or anonymized as appropriate and subject to applicable legal or professional requirements.

18. Privacy and Security Incidents

TaxRecon maintains procedures intended to identify, assess, and respond to unauthorized access, use, disclosure, loss, or other privacy and security incidents.

Where a breach of security safeguards triggers notification or reporting obligations under applicable privacy law, TaxRecon will take the steps required by law, which may include notifying affected individuals, reporting the breach to the appropriate privacy regulator, and maintaining required breach records.

19. Your Privacy Rights

Subject to applicable Canadian privacy law and applicable exceptions.

You may have the right to:

  • Ask whether we hold personal information about you
  • Request access to personal information we hold about you
  • Request information about how your information has been used or disclosed
  • Request correction of inaccurate or incomplete information
  • Withdraw consent where legally permitted
  • Ask questions about our privacy practices
  • Raise a concern or complaint about how we handle personal information

We may need to verify your identity before processing an access or correction request.

Certain information may be withheld where permitted or required by law, including information protected by privilege or information involving the privacy rights of another individual.

20. Privacy Complaints

If you have a question or concern regarding TaxRecon’s handling of personal information, please contact our Privacy Officer first so that we can review and address the matter.

Privacy Officer

TaxRecon Inc.
930 Waterloo St
London, Ontario N6A 3X3
Canada

Email: Info@taxrecon.ca
Phone: 416-613-8842

Where applicable, individuals may also have the right to raise a complaint with the Office of the Privacy Commissioner of Canada or another privacy regulator having jurisdiction.

21. Information About Children and Dependants

TaxRecon’s website and services are not marketed directly to children.

However, in the course of legitimate tax or accounting services, a parent, guardian, employer, business, or authorized representative may provide information concerning a child or dependant where that information is reasonably necessary for a tax return, benefit, payroll matter, or other authorized professional purpose.

We handle such information in accordance with applicable privacy requirements and the purpose for which it was collected.

22. Third-Party Websites

Our website may contain links to websites, platforms, or services operated by third parties.

TaxRecon is not responsible for the privacy, security, availability, content, or practices of third-party websites or services.

We encourage users to review the privacy policies and terms of any external service before providing personal information.

23. Business Transactions

If TaxRecon undergoes a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, personal information may be disclosed or transferred where permitted by law and subject to appropriate confidentiality and privacy protections.

24. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in:

  • Our services
  • Our technologies
  • Our privacy practices
  • Applicable laws
  • Regulatory guidance
  • Business operations

The current version will be posted on this page with an updated “Last Updated” date.

Material changes may be communicated using additional methods where appropriate or required by law.

25. Contact TaxRecon

For questions about this Privacy Policy, requests concerning your personal information, or privacy-related complaints.

Contact:

TaxRecon Inc.
930 Waterloo St
London, Ontario N6A 3X3
Canada

Email: Info@taxrecon.ca
Phone: 416-613-8842
Website: taxrecon.ca

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