Privacy policy
Last modified: January 1, 2025
Introduction
Chaitali Patel Professional Corporation (“we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients’ personal and business information. This Privacy Policy outlines how we collect, use, store, and safeguard your information in compliance with applicable Canadian privacy laws.
By engaging our services, you consent to the practices described in this Privacy Policy.
Information We Collect
We collect personal and business information that is necessary to provide professional accounting, advisory, and related services. The types of information we may collect include:
Personal Information: Name, address, phone number, email, date of birth, Social Insurance Number (SIN).
Financial Information: Income details, tax returns, bank account details, and financial statements.
Business Information: Corporate documents, payroll records, and relevant operational data.
Government Program Information: Data related to programs such as CWELCC (Canada-Wide Early Learning & Child Care) funding and reporting.
We will only collect information directly from you or authorized representatives unless consent is provided to collect from third-party sources.
Purpose of Collecting Information
Chaitali Patel Professional Corporation collects personal and business information for the following purposes:
- To provide accounting, taxation, and advisory services.
- To prepare financial statements, tax returns, and reports.
- To assist with government reporting (e.g., CWELCC program coordination).
- To communicate with clients about ongoing services and related updates.
- To comply with regulatory and legal requirements.
Compliance with CPA Code of Professional Conduct
Chaitali Patel Professional Corporation adheres to the CPA Code of Professional Conduct, ensuring confidentiality, integrity, and ethical handling of all client information.
We employ industry-standard security measures to safeguard your data from unauthorized access, alteration, disclosure, or destruction. Despite these efforts, please be aware that no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
To Conclude
We reserve the right to update this Privacy Policy to reflect changes in our practices or legal obligations. Updates will be posted with a revised “Effective Date.” We encourage clients to review this policy periodically.
For any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact Chaitali Patel Professional Corporation.
Contact us
If you have any questions about this Privacy Policy, please contact us.