Privacy and confidentiality matter.
At Alex Pizzimenti CPA Professional Corporation, we understand that privacy and confidentiality are essential when you share personal, financial, tax, or business information with an accounting firm. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information through our website, client inquiries, and professional services.
We are committed to handling personal information responsibly, transparently, and with care.
Scope of this Privacy Policy
This Privacy Policy applies to personal information collected through this website, contact form submissions, email or phone inquiries, and information provided in connection with our professional accounting, tax, advisory, bookkeeping, and related services.
It explains how Alex Pizzimenti CPA Professional Corporation may collect, use, disclose, retain, and protect personal information when you interact with our firm.
This policy does not replace any engagement letter, consent form, professional obligation, or other agreement that may apply when you become a client of the firm.
Information We Collect
We may collect personal information that you choose to provide when you contact our firm, submit a website form, communicate with us by email or phone, or engage us for professional services.
This may include your name, email address, phone number, message details, business or organization name, and any information you include in your inquiry.
When you become a client or request accounting, tax, advisory, bookkeeping, estate planning, CRA review support, or related services, we may also collect financial, tax, business, identification, and other information necessary to provide those services.
How We Use Personal Information
We use personal information only for purposes that are reasonable and connected to our relationship with you, including responding to inquiries, communicating with you, and providing professional accounting, tax, advisory, bookkeeping, and related services.
We may also use personal information to prepare or review financial information, support tax filings or advisory work, manage client records, respond to CRA reviews or audits where applicable, and meet legal, regulatory, professional, and recordkeeping obligations.
We do not sell personal information. We do not use information submitted through our website contact form for unrelated purposes.
Financial & Professional Service Information
Because we provide accounting, tax, advisory, bookkeeping, estate planning, CRA review support, and related professional services, the information we receive may include sensitive financial, tax, business, and personal details.
We use this information only for the purpose of evaluating inquiries, providing requested services, preparing or reviewing financial and tax information, communicating with you, and meeting applicable legal, regulatory, professional, and recordkeeping obligations.
We take confidentiality seriously and limit access to personal and professional service information to those who need it for appropriate business or professional purposes.
Disclosure & Third-Party Service Providers
We do not sell personal information. We may disclose personal information only when reasonably necessary to provide services, respond to inquiries, manage our business, or meet legal, regulatory, professional, or contractual obligations.
Depending on the nature of the matter, this may include sharing information with government authorities such as the Canada Revenue Agency, regulators, financial institutions, legal or professional advisors, or other parties where authorized by you or required by law.
We may also use third-party service providers to support website hosting, form submissions, email communications, document management, cloud storage, accounting or tax software, analytics, and other business operations.
Retention, Security & Confidentiality
We retain personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, provide services, manage client records, meet legal, regulatory, professional, and recordkeeping obligations, and resolve any related matters.
The length of time we retain information may vary depending on the nature of the information, the services provided, applicable laws, professional requirements, and the firm’s record retention practices.
We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, disclosure, loss, or misuse.