Accounting Montreal, MontrealTaxServices.com
Last updated: December 24, 2025

1. Who we are
   Accounting Montreal is an accounting and tax services firm operating in Canada.
   This Privacy Policy explains how we collect, use, share, store, and protect personal information when you visit our website, contact us, or become a client.

2. Scope
   This policy applies to:

1. Website visitors

2. People who contact us for information or a quote

3. Clients who use our services, forms, or secure document exchange

3. Personal information we collect
   A. Information you provide to us

1. Contact details: name, email, phone number, mailing address

2. Inquiry details: the message you send, and any details you include about your situation

3. Client onboarding details: identity and verification details, tax and financial details, and other information needed to deliver accounting and tax services

4. Documents you upload or send: files and records you choose to share

B. Information we collect automatically

1. Device and usage data: IP address, browser type, device type, operating system, pages viewed, time on site, referring pages, and approximate location derived from IP

2. Cookies and similar technologies: used to help the website work, measure performance, and improve your experience

C. Sensitive information
Accounting and tax work can involve sensitive personal information.
We only collect it when it is needed to provide services, and we aim to use secure methods for collection and storage.

4. How we collect information

1. When you fill out a form on our website

2. When you email or call us

3. When you submit documents through our secure intake or upload methods, if available

4. Through cookies and analytics tools when you browse our website

5. Why we use your information
   We use personal information to:

1. Respond to requests, questions, and quote inquiries

2. Provide accounting, tax, and advisory services

3. Verify identity and protect against fraud where appropriate

4. Manage client relationships, scheduling, and communications

5. Process payments and maintain billing records

6. Improve website performance, usability, and content

7. Meet legal, regulatory, and professional obligations

6. Consent and your choices
   We collect, use, and share personal information with your consent or where permitted by law.
   You can withdraw consent, subject to legal and contractual restrictions and reasonable notice.
   Withdrawing consent may limit our ability to provide certain services.

7. Cookies and analytics
   We may use cookies and similar tools to:

1. Keep the website working properly

2. Remember preferences

3. Understand how visitors use the site

4. Measure marketing performance, if enabled

You can control cookies in your browser settings.
If we use a cookie banner or preference tool, you can use it to manage optional cookies.

8. Sharing your information
   We do not sell your personal information.

We may share information in these cases:

1. Service providers who help us run the business, such as website hosting, IT support, secure communications, scheduling, document management, analytics, and payment processing

2. Professional advisors, when needed, such as legal or audit support

3. Government authorities, regulators, or courts, when we are required or authorized to do so

4. Business transactions, such as a merger, acquisition, or asset sale, are subject to appropriate protections

5. With your instructions, for example, when you ask us to work with a lender, lawyer, or other party

Service providers only receive the information they need to perform their services and are expected to protect it.

9. Where we store and process information
   We aim to store and process information in Canada.
   Some service providers may process information outside your province or outside Canada.
   In those cases, information may be subject to the laws of the jurisdiction where it is processed.

10. Retention
    We keep personal information only as long as needed for:

1. The purposes described in this policy

2. Legal, regulatory, tax, and professional recordkeeping requirements

3. Resolving disputes and enforcing agreements

When information is no longer needed, we destroy, delete, or anonymize it using reasonable safeguards.

11. Security safeguards
    We use reasonable administrative, technical, and physical safeguards designed to protect personal information, including:

1. Access controls and least-privilege practices

2. Secure storage and controlled sharing

3. Staff awareness and confidentiality expectations

4. Vendor and service provider due diligence, where appropriate

No method of transmission or storage is fully risk-free, but we work to reduce risk.

12. Your rights
    Depending on your situation and where you live, you can request:

1. Access to the personal information we hold about you

2. Correction of inaccurate or incomplete information

3. Information about how your personal information is used and shared

4. Withdrawal of consent, where applicable

To protect privacy, we may need to verify your identity before responding.

13. Privacy Officer and contact
    Privacy Officer :
    Name: Ian Singer
    Title: Founder
    Email: info@accountingmontreal.ca
    Phone: (514) 583-9832

General contact:
Accounting Montreal
Address: Laval, Quebec, Canada, H7K 3T4
Email: info@accountingmontreal.ca
Phone: (514) 583-9832

Quebec law requires publishing the title and contact information of the person in charge of protecting personal information, and it requires a clear confidentiality policy when collecting personal information through technological means. (legisquebec.gouv.qc.ca)

14. Changes to this Privacy Policy
    We may update this policy from time to time.
    If we make changes, we will update the “Last updated” date and post the revised policy on this page.