Privacy Policy

Martin & Associates > Privacy Policy

Effective Date: 11/05/2025
Last Updated: 11/05/2025

At Martin & Associates, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you interact with our firm, whether online or in person.

1. Information We Collect

We may collect the following types of personal information:

  • Name, address, phone number, and email

  • Social Insurance Number (SIN) and other tax identification numbers

  • Financial and tax-related information

  • Business information and incorporation documents

  • Communication records with our firm

2. How We Use Your Information

We use your personal information to:

  • Provide accounting, tax, and advisory services

  • Communicate with you about your inquiries or ongoing engagements

  • Prepare and file tax documents and reports

  • Comply with legal and regulatory requirements

  • Improve our services and customer experience

3. Consent

By providing 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 obligations.

4. Disclosure of Information

We do not sell or rent your personal information. We may share your data with:

  • Government agencies (e.g., CRA) when required by law

  • Third-party service providers who assist us in delivering services (e.g., IT providers, document storage)

  • Legal authorities if required to comply with legal obligations

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, alteration, or destruction.

6. Access and Correction

You have the right to access your personal information and request corrections if necessary. To do so, please contact us using the details below.

7. Cookies and Website Data

Our website may use cookies to enhance user experience and track usage patterns. You can adjust your browser settings to refuse cookies, but this may affect functionality.

8. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with the updated effective date.

9. Contact Us

If you have questions about this Privacy Policy or wish to access your data, please contact:

Martin & Associates
[Enter Address]
Email: [Enter Email]
Phone: [Enter Phone Number]