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Legal · ANG Tax & Financial Group

Privacy Policy

Last Updated: January 2025

In order to provide professional accounting and tax services, ANG Tax & Financial Group Inc. is committed to protecting your personal and financial information. This policy outlines how we collect, use, and safeguard your data.

Information We Collect

In order to provide professional accounting and tax services, we may collect the following types of information:

  • Personal identification information (name, address, date of birth, Social Insurance Number)
  • Contact information (email address, phone number)
  • Financial information (income, expenses, assets, liabilities, bank account details)
  • Tax-related documents (T4s, T5s, receipts, investment statements)
  • Business information (corporate documents, financial statements, business records)

How We Use Your Information

We use your personal and financial information solely for the following purposes:

  • Preparing and filing your tax returns
  • Providing bookkeeping, payroll, and accounting services
  • Offering tax planning and financial advisory services
  • Communicating with you regarding your account and services
  • Representing you in dealings with the Canada Revenue Agency (CRA)
  • Complying with legal and regulatory requirements

Information Security

We implement industry-standard security measures to protect your information, including:

  • Secure encrypted client portal (TaxDome) for document uploads and storage
  • Password-protected systems and encrypted data transmission
  • Restricted access to client information on a need-to-know basis
  • Regular security audits and updates to our systems

Disclosure of Information

We do not sell, trade, or share your personal information with third parties except in the following circumstances:

  • With your explicit written consent
  • To comply with legal obligations or court orders
  • When representing you before the CRA or other government agencies
  • To trusted service providers who assist us in operating our business (subject to confidentiality agreements)

Retention of Records

We retain your records in accordance with professional standards and legal requirements. Generally, we keep tax and financial records for a minimum of seven years from the date of last service. After this period, records are securely destroyed.

Your Rights

You have the right to:

  • Access your personal information held by us
  • Request corrections to inaccurate information
  • Withdraw consent for certain uses of your information (subject to legal obligations)
  • Request a copy of your files

Cookies and Website Analytics

Our website may use cookies and analytics tools to improve user experience and understand website traffic. These tools collect non-personally identifiable information such as browser type, pages visited, and time spent on the site. You can disable cookies in your browser settings.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this policy periodically.

Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your information, please contact us:

ANG Tax & Financial Group Inc.

4 Robert Speck Parkway, Suite 1220, Mississauga, Ontario, L4Z 1S1, Canada

437-986-2509647-829-9714info@angfintax.ca