Optimal Accounting (“we”, “our”, “us”) are committed to protecting the privacy and confidentiality of your personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and protect the information you provide to us through our accounting and consulting services, whether via our website, in-person consultations, or other interactions. By using our services, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We collect both personal and business-related information to provide you with accurate and efficient accounting consulting services.
a. Personal Information
b. Business Information
c. Non-Personal Information
d. Cookies and Tracking Technologies:
We use cookies and other tracking technologies to enhance your experience and track interactions with our website. You can manage your cookie preferences in your browser settings. Please note that disabling certain cookies may impact functionality.
2. How We Use Your Information
We use the information we collect to provide, improve, and personalize our accounting consulting services, including:
- Preparing and filing tax returns
- Providing financial analysis and consulting
- Offering business advisory services
- Communicating with you about your accounts, services, and updates
- Processing payments and invoices
- Complying with legal obligations, including tax laws and regulations
- Improving our website and customer experience
3. How We Share Your Information
We respect your privacy and will only share your personal and business information under the following circumstances:
- With service providers: We may share your information with trusted third-party vendors (e.g., accounting software providers, tax filing services, payment processors) who assist in providing our services. These third parties are contractually obligated to safeguard your information.
- With your consent: We may share your information when you have given us explicit consent to do so.
- For legal compliance: We may disclose your information if required by law, such as in response to a court order or government investigation, or to comply with regulatory requirements (e.g., tax authorities).
- In case of a business transfer: If our company undergoes a merger, acquisition, or sale, your information may be transferred to the new entity, but we will ensure your information is still protected.
4. Data Security
We take the security of your personal and business information seriously. We use industry-standard security measures, such as encryption, secure servers, and firewalls, to protect your data from unauthorized access, use, or disclosure. However, no method of electronic communication or storage is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security.
5. Your Rights
Depending on your jurisdiction, you may have specific rights regarding your personal and business information. These rights may include:
- The right to access, update, or correct your information
- The right to request the deletion of your personal information
- The right to object to or restrict how we process your data
- The right to withdraw consent where processing is based on consent
To exercise these rights, please contact us using the details provided below.
6. Retention of Your Information
We retain your personal and business information for as long as necessary to provide our services and comply with legal, accounting, and regulatory requirements. Once this period has expired, we will securely delete or anonymize your data, unless we are required to retain it for legal purposes.
7. Children’s Privacy
Our services are not intended for individuals under the age of 13. We do not knowingly collect or maintain personal information from children under the age of 13. If we become aware that we have inadvertently collected personal information from a child under 13, we will take steps to delete such information.
9. Changes to This Privacy Policy
We reserve the right to update or modify this Privacy Policy at any time. When we make changes, we will update the “Last Updated” date at the top of the policy. Any updates will be posted on our website, and the new terms will apply to any information we have collected after the update.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your information, please contact us:
Optimal Accounting
#6-335 Nugget Ave, Scarborough, ON M1S 4J3 or 30 N Gould St Ste N, Sheridan, WY 82801
Email: info@optimal-accounting.com
Phone: (437) 317-9532 or (800) 583-5707