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Privacy Policy

Beth's Books and Taxes
Hamilton, Ontario, Canada
Effective Date: September 1, 2026


Our Commitment to Privacy

Beth's Books and Taxes respects your privacy and is committed to protecting the personal information entrusted to us.

As a bookkeeping and tax services business, we may receive personal, financial, tax and business information in order to provide our services. We handle this information carefully, use it only for legitimate business purposes, and take reasonable measures to protect it from unauthorized access, use or disclosure.

This Privacy Policy explains how Beth's Books and Taxes collects, uses, discloses, protects and retains personal information.

1. Information We May Collect

The information we collect depends on your relationship with Beth's Books and Taxes and the services you request.

We may collect information such as:

  • Your name, address, telephone number and email address
  • Business and contact information
  • Financial and banking information
  • Bookkeeping and accounting records
  • Invoices, receipts and transaction information
  • Payroll and employee-related information provided for payroll services
  • Tax information and supporting documentation
  • Government-issued identification and identification numbers when required to provide a requested service
  • Information necessary to communicate or interact with the Canada Revenue Agency or other government authorities when you have authorized us to do so
  • Information you voluntarily provide through our website, contact form, email or other communications
  • Other information reasonably necessary to provide the services you have requested

We only collect information that is reasonably required for legitimate business purposes and the services we provide.

2. How We Use Your Information

Beth's Books and Taxes may use personal information to:

  • Provide bookkeeping, payroll and tax services
  • Establish and maintain client records
  • Prepare financial records, reports and reconciliations
  • Prepare tax returns and related documents
  • Complete authorized government filings or remittances
  • Communicate with clients about their accounts and services
  • Respond to inquiries and requests submitted through our website
  • Verify information when reasonably necessary
  • Manage billing and payment records
  • Meet legal, regulatory, professional and record-retention requirements
  • Protect against fraud, unauthorized activity or misuse of our services
  • Operate and improve our business and client services

We will not use personal information for purposes unrelated to those for which it was collected unless we obtain consent or the use is otherwise permitted or required by law.

3. Consent

By providing personal information to Beth's Books and Taxes, you consent to its collection, use and disclosure for the purposes reasonably necessary to provide the services you have requested, subject to applicable Canadian privacy laws.

Where appropriate, we may request additional or express consent before collecting, using or disclosing information for a new purpose.

You may withdraw your consent where permitted by law. Withdrawal of consent may affect our ability to provide certain services when the information is necessary to perform those services or meet legal obligations.

4. Disclosure of Personal Information

Beth's Books and Taxes does not sell or rent personal information.

Information may be disclosed to third parties only when reasonably necessary to provide services, when you have authorized the disclosure, or when permitted or required by law.

Depending upon the services you request, this may include authorized disclosures to:

  • The Canada Revenue Agency and other government authorities
  • Financial institutions or payment service providers
  • Accounting, bookkeeping, payroll, tax or technology service providers used to support our operations
  • Professional advisers such as legal or accounting professionals when appropriate
  • Other parties specifically authorized by you
  • Law enforcement, regulatory bodies or other authorities when disclosure is required or permitted by law

Where third-party service providers handle personal information on our behalf, we take reasonable steps to select providers that maintain appropriate privacy and security safeguards.

5. Website and Contact Form

When you use the Beth's Books and Taxes website or submit our contact form, we may collect the information you choose to provide, such as your name, email address, telephone number, service of interest and message.

Please do not submit highly sensitive financial information, passwords, Social Insurance Numbers, banking credentials or tax documents through the general website contact form.

Once you become a client, we will advise you of appropriate methods for providing sensitive documents and information.

Our website hosting provider and other technology providers may also process limited technical information necessary to operate, secure and maintain the website.

6. Safeguarding Your Information

Beth's Books and Taxes uses reasonable administrative, technical and physical safeguards appropriate to the sensitivity of the information in our care.

These measures may include access controls, password protection, secure systems, appropriate document storage, software and device security, secure methods of exchanging sensitive documents, and procedures governing the handling and disposal of confidential information.

While reasonable precautions are taken, no electronic transmission or storage system can be guaranteed to be completely secure.

7. Retention and Destruction

Personal information is retained only for as long as reasonably necessary to provide services and satisfy legal, tax, accounting, regulatory and legitimate business requirements.

Retention periods may vary depending upon the type of record and applicable legal requirements.

When information is no longer required, Beth's Books and Taxes will take reasonable steps to securely destroy, delete or anonymize it, as appropriate.

8. Access and Correction

You may request access to personal information Beth's Books and Taxes holds about you and ask that inaccurate or incomplete information be corrected.

Certain legal exceptions may apply to access requests.

We may take reasonable steps to verify your identity before providing access to personal information.

9. Privacy Incidents and Breaches

If Beth's Books and Taxes becomes aware of a loss of, unauthorized access to, or unauthorized disclosure of personal information, we will assess the circumstances and take appropriate steps to contain and address the incident.

Where required by applicable privacy law, we will notify affected individuals and report the incident to the appropriate regulatory authority.

10. Third-Party Websites and Services

Our website may contain links to third-party websites or services.

Beth's Books and Taxes is not responsible for the privacy practices, security or content of third-party websites. We encourage you to review the privacy policies of those organizations before providing them with personal information.

11. Children's Information

Beth's Books and Taxes does not knowingly collect personal information from children through this website except where information is legitimately required in connection with tax, bookkeeping or related services and is provided by an authorized parent, guardian or client.

12. Changes to This Privacy Policy

Beth's Books and Taxes may update this Privacy Policy periodically to reflect changes in our services, business practices, technology or legal requirements.

The current version will be posted on our website with its effective date.

13. Questions, Concerns and Privacy Requests

Questions or concerns about this Privacy Policy or the handling of your personal information may be directed to:

Beth's Books and Taxes
Hamilton, Ontario
Email: beth@bethsbooksandtaxes.ca

We will make reasonable efforts to respond to privacy questions, access requests and complaints promptly and appropriately.