We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm, including our expert tax accountants in Oakville, who need to know this information in order to complete the work you have hired us to do. We will not disclose your personal information to anyone outside our firm without your express written permission, or unless we are legally required to do so.
You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential and will remain secure, but it is not protected from the CRA. Privileged communications are limited to non-criminal tax advice on matters before the CRA or non-criminal tax proceedings in federal or provincial courts. Although we consider any information you provide us as confidential, return preparation engagements with our tax accountants in Oakville are not covered by advisor-client privilege.
If you feel that the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.
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