Sigma Tax Accountants
Last updated: January 3, 2025
Sigma Tax Accountants ("Sigma Tax", "we", "our", or "us") was founded on principles of trust, integrity, and quality service. We are committed to protecting the privacy of our clients and website visitors and to handling personal information in a responsible and transparent way.
This Privacy Policy explains:
By using our services or our website, you agree to the practices described in this Privacy Policy.
Sigma Tax provides personal, business, corporate, estate and U.S. tax preparation and related services across Canada. We follow the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable privacy laws.
This Privacy Policy applies to personal information that we collect:
It does not apply to:
This Policy applies to all Sigma Tax employees and contractors. Where third-party service providers assist us (for example, IT providers or e-file transmission partners), we require them by contract to protect personal information in a manner consistent with this Policy and with Canadian privacy law.
If you have questions about this Policy, or about how Sigma Tax handles your personal information, please contact:
Privacy Officer
Sigma Tax Accountants
Treviso Retail – 3079 Dufferin Street
Toronto, Ontario M6A 0C3
Email: [email protected]
Phone: 416-588-5555
For the purposes of this Policy:
"CRA" means the Canada Revenue Agency.
"Customer" or "client" means an individual who has engaged Sigma Tax for tax, accounting, or related services.
"Personal information" means information about an identifiable individual, in any form, but does not include business contact information such as a person's business title, business address, or business phone number.
"Collection" means any act of obtaining personal information from you or from authorized third parties.
"Use" means how we handle and process personal information (for example, preparing and filing your returns).
"Disclosure" means making personal information available to a third party (for example, to CRA).
"Transfer" includes sharing or moving personal information between Sigma Tax locations, systems, or authorized service providers.
We collect only the personal information that is reasonably necessary to provide our services and meet our legal obligations. This may include:
Whenever possible, we collect personal information directly from you. When necessary and with your consent, we may obtain information from third parties such as CRA, financial institutions, employers, or plan administrators in order to complete your returns accurately.
We use your personal information primarily to:
We may also use anonymized and aggregated data (from which individuals cannot be identified) for internal reporting, quality control, and business planning. Such data is not used to identify you.
We do not sell your personal information.
We may disclose personal information in the following situations:
Any third party that receives your personal information from Sigma Tax is required to safeguard it and to use it only for the purposes for which it was shared.
By using our services and signing the appropriate authorization and electronic filing forms, you consent to the collection, use, and disclosure of your personal information as described in this Policy.
You may withdraw or modify your consent at any time, subject to legal or contractual restrictions and reasonable notice. However, withdrawing consent may limit our ability to provide certain services (for example, we cannot file your return without certain information).
We rely on you to provide information that is complete and accurate. If you become aware that the personal information we hold about you is incorrect or incomplete, please notify us. We will update or correct our records as appropriate, subject to legal or technical constraints.
Personal information in closed files or prior-year returns is not routinely updated, but we will annotate records as needed when you advise us of changes.
We keep personal information only as long as necessary:
Typically, this means we retain records for up to seven (7) years after the end of the taxation year, unless a longer retention period is required or permitted by law. When records are no longer required, they are securely destroyed or anonymized.
We employ physical, administrative, and technological safeguards appropriate to the sensitivity of the information, including:
While we make every reasonable effort to protect personal information, no method of electronic transmission or storage is completely secure. Email and internet communications may be subject to interception or loss. If you prefer not to send certain information electronically, please let us know and we will discuss alternatives.
You have the right to request access to the personal information we hold about you, subject to limited exceptions under law (for example, where disclosure would reveal personal information about another person).
Requests must be made in writing to our Privacy Officer (see Section 2). We may ask for identification or additional information to confirm your identity before responding.
We will respond to access requests within a reasonable time (normally within 30 days). If we are unable to provide access, we will explain why. We may charge a nominal fee for copies or mailing, which we will tell you about in advance.
If you demonstrate that your personal information is inaccurate or incomplete, we will correct it where appropriate.
This Privacy Policy may be updated from time to time to reflect legal or operational changes. When we make material changes, we will post the updated Policy on our website with a new "Last updated" date. The revised Policy will apply to personal information collected after it is posted.
We encourage you to review this Policy periodically to stay informed about how we protect your information.
If you have a concern or complaint about how Sigma Tax handles your personal information, please contact our Privacy Officer in writing. We will investigate all complaints and respond within a reasonable time.
If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada or your provincial privacy regulator.
Sigma Tax is committed to:
Complying with PIPEDA and applicable provincial privacy laws
Collecting only necessary information for identified purposes
Obtaining informed consent for collection and use
Keeping personal information accurate and up to date
Protecting information with appropriate safeguards
Meeting CRA security and software standards
Training employees on privacy obligations
Providing access to information and correction rights
Being transparent about privacy practices
Keeping this Policy available on our website