Your Privacy Matters to Us

Last Updated: July 31, 2025
 
1. Our Commitment to Your Privacy
 
At Marric Tax Corp. ("we," "us," "our"), we are committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard the information you provide to us in the course of delivering our accounting, tax, and advisory services. This policy is designed to comply with Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
 
2. The Information We Collect
 
To provide you with professional services, we need to collect certain personal and financial information. The nature of this information depends on the services you have engaged us for, but may include:

• Personal Identification Information: Your full name, address, email address, and phone number.

• Government-Issued Identification: Social Insurance Number (SIN), business numbers, and other government identifiers necessary for tax and business filings.

• Financial Information: Income statements, bank account details, investment records, expense receipts, previous tax returns, and other information related to your personal or business financial situation.

• Communication Records: A record of our calls, emails, and meetings with you.

 
3. Why We Collect and Use Your Information
 
We limit the collection and use of your information to the following purposes:

• To prepare and file personal (T1), corporate (T2), and other tax returns with the Canada Revenue Agency (CRA) and relevant provincial bodies.

• To provide bookkeeping, payroll, and financial statement preparation services.

• To offer financial planning and business advisory services.

• To establish your identity and communicate with you about your file.

• To process payments for our services.

• To comply with our legal, regulatory, and professional obligations.

 
4. Consent
 
By engaging our services and providing us with your personal information, you consent to its collection, use, and disclosure as outlined in this policy. You may withdraw your consent at any time, subject to legal or contractual restrictions. Please note that withdrawing consent may prevent us from providing you with certain services.
 
5. Sharing and Disclosure
 
We do not sell, trade, or rent your personal information to third parties for marketing purposes. We will only disclose your information to third parties under the following circumstances:

• Government Authorities: To the Canada Revenue Agency (CRA) and other government agencies as required to file your returns or as otherwise required by law.

• Third-Party Service Providers: We may use third-party software (e.g., professional tax preparation software, cloud accounting platforms) to process and store your data. We select these providers carefully to ensure they have strong security and privacy standards.

• Legal Obligation: If required by a court order, subpoena, or other legally binding request.

• With Your Express Consent: For any other purpose, we will obtain your explicit permission before sharing your information.

 
6. Keeping Your Information Safe
 
We protect your personal information using security measures appropriate to its sensitivity. These safeguards include:

• Physical Security: Locked filing cabinets and a secure office environment.

• Digital Security: Password-protected computers, encrypted data storage, and firewalls to prevent unauthorized access.

• Procedural Security: Limiting internal access to your information to only those staff members who require it to perform their duties.

 
7. How Long We Keep Your Information
 
We retain your personal information for as long as necessary to fulfill the purposes for which it was collected and to comply with our legal and professional obligations. The Canada Revenue Agency requires that you keep your records for a minimum of six years. Accordingly, we will securely retain your file for a period of at least seven years, after which it will be securely destroyed or anonymized.
 
8. Your Rights to Access and Correct Information
 
You have the right to request access to the personal information we hold about you and to request a correction if you believe it is inaccurate. To make a request, please contact our Privacy Officer using the details below.
 
9. Changes to This Policy
 
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The most current version will always be available upon request.
 
10. Contact Us
 
If you have any questions, concerns, or complaints about this policy or how we handle your information, please submit a contact request on our main page.