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Privacy Policy

Effective Date: September 1, 2026

Strategic Tax & Business Solutions (“Strategic Tax,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit our website at https://strategictaxinc.com/ (the “Website”), contact us, request information, or use our services.

Strategic Tax & Business Solutions operates in Calgary, Alberta, Canada, and handles personal information in accordance with applicable Canadian and Alberta privacy legislation, including Alberta’s Personal Information Protection Act (PIPA) where applicable.

By using our Website or providing personal information to us, you acknowledge the practices described in this Privacy Policy.

1. What Is Personal Information?

For the purposes of this Privacy Policy, personal information generally means information about an identifiable individual.

Depending on your relationship with us, this may include information such as:

  • Name;

  • Mailing or residential address;

  • Email address;

  • Telephone number;

  • Identification information;

  • Employment information;

  • Business information;

  • Financial information;

  • Tax-related information;

  • Information contained in accounting records;

  • Information provided when requesting our services;

  • Communications between you and our team; and

  • Other information that may reasonably identify you.

We only seek to collect information that is reasonably necessary for identified purposes.

2. Information We Collect

We may collect personal information directly from you when you:

  • Contact us by telephone, email, or through our Website;

  • Complete a contact or consultation form;

  • Request information about our services;

  • Become a client;

  • Provide documents or information required to deliver professional services;

  • Subscribe to communications from us;

  • Communicate with our staff; or

  • Otherwise voluntarily provide information to us.

We may also collect certain technical information automatically when you use the Website, such as:

  • IP address;

  • Browser type;

  • Device information;

  • Operating system;

  • Pages visited;

  • Approximate location based on technical information;

  • Referring website;

  • Date and time of visits; and

  • Information about how you interact with the Website.

3. How We Use Personal Information

We may collect, use, and disclose personal information for purposes that are reasonable and appropriate in the circumstances, including:

  • Responding to inquiries;

  • Scheduling consultations and appointments;

  • Providing accounting and tax services;

  • Preparing financial and tax documents;

  • Communicating with clients;

  • Managing client accounts and records;

  • Processing payments;

  • Meeting professional, regulatory, legal, and contractual obligations;

  • Verifying information where reasonably necessary;

  • Improving our Website and services;

  • Managing our business operations;

  • Preventing fraud, misuse, or security threats;

  • Sending requested information or communications; and

  • Sending marketing communications where permitted by law and with appropriate consent.

We will not use personal information for unrelated purposes without obtaining consent where consent is required by applicable law.

4. Consent

Where required by applicable privacy legislation, we will obtain appropriate consent before collecting, using, or disclosing personal information.

Consent may be express or implied depending on the circumstances and applicable law.

By voluntarily providing information for an identified purpose, you may be providing consent for us to use that information for that purpose where permitted by law.

You may withdraw consent in certain circumstances. However, withdrawing consent may affect our ability to provide certain services or respond to particular requests.

Where you wish to withdraw consent, you can contact us using the information provided at the end of this Privacy Policy.

5. Financial and Tax Information

As an accounting and tax services provider, we may require financial and tax-related information to provide professional services.

This may include:

  • Income information;

  • Tax returns and supporting documents;

  • Business financial statements;

  • Banking and investment information;

  • Accounting records;

  • Information about assets and liabilities;

  • Corporate records;

  • Payroll information;

  • Government correspondence;

  • Identification documents; and

  • Other information necessary to provide requested services.

We use this information only for legitimate business, professional, legal, regulatory, and service-related purposes.

Clients should use any secure document portal or other secure method provided by Strategic Tax & Business Solutions when submitting sensitive information.

6. Website Forms

If you submit information through a form on our Website, we may collect information such as your name, email address, telephone number, and details contained in your message.

Website forms should not be used to submit passwords, banking credentials, government account credentials, or other highly sensitive information unless we specifically instruct you to do so through an appropriate secure system.

Information submitted through a Website form may be used to respond to your inquiry, assess your request, schedule a consultation, or provide information about our services.

7. Cookies and Website Analytics

Our Website may use cookies, analytics tools, and similar technologies to understand how visitors use the Website and to improve its functionality and performance.

These technologies may collect information such as:

  • Pages visited;

  • Time spent on pages;

  • Browser and device information;

  • General geographic information;

  • Traffic sources; and

  • Website interactions.

Third-party analytics or advertising providers may process this information according to their own privacy policies.

You may be able to control or restrict cookies through your browser settings. Disabling certain cookies may affect how portions of the Website function.

8. Marketing Communications

We may use personal information to send newsletters, updates, promotional information, or other communications about our services where permitted by law.

Where required, we will obtain consent before sending commercial electronic messages in accordance with Canada’s Anti-Spam Legislation (CASL).

Marketing communications will include an appropriate unsubscribe mechanism where required.

You may withdraw your consent to receive marketing communications at any time by using the unsubscribe option provided in the communication or by contacting us directly.

Withdrawing marketing consent will not necessarily affect our ability to provide services or communicate with you regarding an existing professional relationship.

9. Disclosure of Personal Information

We may disclose personal information where reasonably necessary for the purposes identified in this Privacy Policy or where permitted or required by law.

Depending on the circumstances, information may be shared with:

  • Employees and contractors who require the information to perform their responsibilities;

  • Professional advisors;

  • Lawyers and other legal professionals;

  • Government agencies and regulatory authorities;

  • Tax authorities;

  • Financial institutions where necessary;

  • Technology and software service providers;

  • Cloud storage and document management providers;

  • Payment processors;

  • Website, hosting, analytics, or communications providers; and

  • Other service providers supporting our business operations.

We do not sell personal information to third parties.

Where we use third-party service providers to process personal information on our behalf, we take reasonable steps to ensure appropriate safeguards and contractual protections are in place.

10. Service Providers Outside Canada

Some technology, software, hosting, cloud storage, communications, analytics, or other service providers we use may operate outside Canada.

As a result, personal information may be processed or stored in another country and may be subject to the laws of that jurisdiction.

Where applicable, we take reasonable steps to assess service providers and maintain appropriate safeguards for personal information.

11. Retention of Personal Information

We retain personal information only for as long as reasonably necessary to fulfil the purposes for which it was collected, provide services, meet professional obligations, resolve disputes, enforce agreements, and satisfy legal, regulatory, accounting, or record-keeping requirements.

The length of time information is retained will depend on the nature of the information and the purpose for which it was collected.

When personal information is no longer required, we will take reasonable steps to securely destroy, erase, or anonymize it.

12. Protection of Personal Information

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, collection, use, disclosure, copying, modification, loss, or destruction.

Safeguards may include:

  • Access controls;

  • Password protection;

  • Secure systems;

  • Restricted access to client information;

  • Staff confidentiality obligations;

  • Secure document handling procedures; and

  • Appropriate physical security measures.

No method of electronic transmission or storage can be guaranteed to be completely secure. You should exercise caution when transmitting sensitive information over the internet.

13. Data Breaches and Security Incidents

If we become aware of a security incident involving personal information, we will assess the incident and take reasonable steps to contain and investigate it.

Where required by applicable law, we will notify affected individuals, regulatory authorities, or other parties.

14. Access to Your Personal Information

Subject to applicable law and certain exceptions, you may request access to personal information we hold about you.

A request should generally:

  • Be made in writing;

  • Identify the information being requested;

  • Provide sufficient information for us to locate the relevant records; and

  • Include reasonable verification of your identity where appropriate.

We may require additional information to process your request.

In certain circumstances, applicable law may allow or require us to refuse access to particular information.

15. Correction of Personal Information

You may request that inaccurate or incomplete personal information be corrected.

If you believe information we hold about you is inaccurate, please contact us and provide sufficient information to identify the record and explain the requested correction.

Where appropriate, we will take reasonable steps to correct information that is inaccurate or incomplete.

16. Privacy Questions and Complaints

If you have questions, concerns, or complaints regarding our handling of personal information, please contact us first.

We will review privacy concerns and take reasonable steps to address them.

If you are not satisfied with our response, you may have the right to contact the Office of the Information and Privacy Commissioner of Alberta (OIPC Alberta).

More information about Alberta’s privacy legislation and complaint process is available through the OIPC Alberta.

17. Children’s Privacy

Our Website is intended for adults and businesses and is not directed toward children.

We do not knowingly collect personal information from children through the Website for marketing purposes.

If you believe a child has provided personal information to us without appropriate consent, please contact us.

18. Third-Party Websites

Our Website may contain links to websites operated by third parties.

This Privacy Policy does not apply to those websites. We are not responsible for the privacy practices, security, or content of third-party websites.

You should review the privacy policy of any third-party website before providing personal information.

19. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to our practices, services, technology, or applicable privacy legislation.

The updated Privacy Policy will be posted on this Website with a revised effective date.

We encourage you to review this page periodically to remain informed about how we handle personal information.

20. Contact Us

If you have questions about this Privacy Policy, wish to request access to or correction of your personal information, or have a privacy concern, please contact us.

Strategic Tax & Business Solutions

#245 – 3015 5th Ave NE
Calgary, Alberta, Canada
T2A 6T8

Phone: (403) 536-9439
Email: info@strategictaxinc.com

Website: https://strategictaxinc.com/