Privacy Policy

1. Who We Are

Synergy Tax and Accounting (“Synergy,” “we,” “us,” or “our”) is an accounting firm located at 2687 Kipling Ave #19, Etobicoke, Ontario, M9V 5G6. We provide tax preparation, bookkeeping, payroll, and related financial services to individuals and businesses in Ontario, Canada.

This Privacy Policy explains how we collect, use, disclose, and protect personal information you provide through our website at synergytaxandaccounting.ca, including through our contact form.

2. Information We Collect

When you submit our contact form, we collect only what you voluntarily provide:

• Your full name
• Your email address
• Your phone number (optional)
• The service you are inquiring about
• Any message or details you choose to include

We do not collect payment information, social insurance numbers, or any financial documents through our website. Sensitive documents are only exchanged through secure, agreed-upon channels after you become a client.

3. How We Use Your Information

We use the information you submit solely to:

• Respond to your inquiry or consultation request
• Schedule and conduct your free consultation
• Provide the accounting services you request
• Communicate with you about your file or account

We do not use your information for automated marketing, profiling, or analytics. We do not send unsolicited emails or add you to mailing lists without your explicit consent.

4. How We Protect Your Information

Contact form submissions are sent directly to our secure business email. We use reasonable administrative and technical safeguards to protect personal information from unauthorized access, disclosure, or misuse. Our staff are trained to treat all client information as strictly confidential, consistent with our professional obligations as accounting service providers under Ontario and Canadian law.

5. Sharing of Information

We do not sell, rent, or trade your personal information to any third party. We do not share your information with advertisers or data brokers. We may share information with third parties only where required by law (such as in response to a valid legal order) or with your explicit consent (such as when filing documents with the Canada Revenue Agency on your behalf as your authorized representative).

6. Retention

We retain personal information only as long as necessary to fulfill the purpose for which it was collected, or as required by applicable law. For accounting clients, we retain records in accordance with CRA and Ontario professional standards, which generally require retention for a minimum of six years.

7. Your Rights (PIPEDA)

Under Canada's Personal Information Protection and Electronic Documents Act (PIPEDA), you have the right to:

• Know what personal information we hold about you
• Request access to your personal information
• Request correction of inaccurate information
• Withdraw your consent to our use of your information (subject to legal obligations)

To exercise these rights, contact us at synergy.acct.services@gmail.com.

8. Contact Us

For questions or concerns about this Privacy Policy or our privacy practices, please contact us: