1. Introduction

Pitre James Business & Tax (“we,” “us,” or “our”) is committed to protecting your privacy and safeguarding your personal and business information. This Privacy Policy explains how we collect, use, disclose, and protect information obtained through our website, communications, and services. By accessing our website or using our services, you consent to the collection and use of information in accordance with this policy.

2. Information We Collect

We collect information that you provide directly to us when engaging our services or communicating with us. This includes, but is not limited to:

• Personal identification details, such as name, address, email, and phone number
• Business and financial information, including company records, tax documents, accounting data, and payroll details
• Payment information and transaction history
• Any other information provided voluntarily for consultation, accounting, or tax purposes

We may also collect information automatically through website interactions, including IP addresses, device information, browser type, and website usage patterns.

3. Purpose of Collection

Information collected is used solely for professional and business purposes, including:

• Providing accounting, bookkeeping, tax preparation, tax planning, and business advisory services
• Communicating regarding client requests, queries, or service updates
• Preparing financial statements, tax filings, or regulatory documents
• Ensuring compliance with relevant tax laws, accounting standards, and government regulations
• Improving the quality, scope, and efficiency of our services

We do not use your personal or business information for marketing or commercial purposes outside the scope of the services provided, except with your explicit consent.

4. Legal Basis for Processing

In accordance with applicable privacy laws, including Canada’s PIPEDA (Personal Information Protection and Electronic Documents Act), we process personal information based on one or more of the following:

• Consent provided by the client
• Fulfillment of a contractual obligation
• Compliance with legal or regulatory requirements
• Legitimate business interests, such as improving service delivery and ensuring secure handling of client data

5. Confidentiality and Data Protection

We treat all client information as strictly confidential. Only authorized employees or partners who require access to deliver services will have access to your information. We maintain administrative, technical, and physical safeguards to protect against unauthorized access, disclosure, loss, or modification. Despite these measures, no data transmission over the internet is completely secure, and we cannot guarantee absolute security.

6. Sharing and Disclosure

Your information will not be sold, rented, or otherwise shared with unrelated third parties. Information may be disclosed to:

• Government authorities or regulators when required by law
• Third-party service providers, including accounting software providers, payment processors, or legal advisors, solely for service delivery\
• Professional advisors engaged by us to support client services

All third parties are required to comply with confidentiality and privacy obligations and may only use your information to perform services on our behalf.

7. Client Responsibilities

Clients are responsible for providing accurate, complete, and timely information. Inaccurate or incomplete data may affect the quality, accuracy, or timeliness of services. Clients are also responsible for safeguarding their login credentials, passwords, and other sensitive access details.

8. Retention of Information

We retain personal and business information only as long as necessary to fulfill services, comply with legal obligations, or maintain professional records. When information is no longer required, it is securely destroyed or anonymized.

9. Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance functionality, improve user experience, and analyze usage patterns. Users can control or disable cookies through their browser settings; however, some website features may not function fully without them.

10. Rights of Clients

Clients have the right to:

• Request access to personal or business information held by us
• Request corrections to inaccurate or incomplete information
• Inquire about how their information is used or shared
• Withdraw consent for certain uses, where applicable by law

Requests may be submitted via email to info@pitrejames.ca and will be addressed promptly, in accordance with legal obligations.

11. Retention and Disposal

Client information is securely retained in digital and/or physical formats. When records are no longer required, they are disposed of using secure methods, including permanent deletion or shredding of documents.

12. Updates to Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, services, or legal requirements. Updated policies will be posted on our website. Continued use of our services constitutes acceptance of the revised policy.

13. Contact Information

For questions or concerns regarding this Privacy Policy or how your information is handled, please contact us at: info@pitrejames.ca.