Privacy Policy

1. Introduction

The protection of your personal and tax optimization information is of paramount importance to TaxStepRise. This Privacy Policy explains how we collect, use, and protect your personal information when you engage our step-by-step tax optimization services and interact with our tax planning assistance platform.

Our data processing practices comply with Canadian privacy legislation, European Union regulations including the General Data Protection Regulation (GDPR), and international standards for the protection of personal data of tax optimization clients and business professionals.

2. Data Collection and Use

We collect personal data in the following situations:

  • When you request step-by-step tax optimization services or tax planning assistance
  • When you request information about our tax optimization services and compliance assistance
  • When you participate in tax optimization service sessions, consultations, or communications
  • When you contact our support team for tax optimization assistance or inquiries

The data we collect may include:

  • Full name and contact information for step-by-step tax optimization services
  • Business details and tax requirements
  • Email address, phone number, and mailing address
  • Tax optimization service data and implementation information
  • Payment and billing information (processed through secure channels)
  • Communication preferences and tax optimization service requirements

3. Purpose of Data Processing

Your personal data is used exclusively for the following purposes:

  • Providing comprehensive step-by-step tax optimization services and tax planning assistance
  • Managing client relationships and tax optimization service administration
  • Enhancing our tax optimization service delivery and client experience
  • Communicating service updates, processing notifications, and tax announcements
  • Processing service fees and managing billing arrangements
  • Complying with legal and professional regulatory requirements

Your data is processed only to the extent necessary for achieving these specific tax optimization and planning purposes.

4. Data Security

We implement comprehensive technical and organizational security measures to protect your confidential tax optimization information from unauthorized access, misuse, loss, or alteration.

These measures include advanced encryption protocols, secure client communication systems, regular security assessments, and strictly controlled access limited to authorized tax optimization professionals and support staff.

Your data is retained in accordance with tax optimization service professional standards and regulatory requirements, helping appropriate retention periods for tax documentation and client files.

5. Data Sharing

We share your personal data with third parties only in the following circumstances:

  • With legal authorities or government bodies when required by law
  • With tax authorities and professional bodies as mandated by tax optimization processes
  • When required by law, regulatory order, or professional obligation
  • With your explicit written consent for specific legal purposes

All third parties who may access your information are bound by strict confidentiality obligations and professional standards equivalent to our own privacy protections.

6. Website and Cookies

Our step-by-step tax optimization services website uses cookies and similar technologies to enhance your service experience and provide essential functionality for accessing tax optimization content.

We use the following categories of cookies:

  • Essential Cookies: Required for basic website functionality and secure client portal access
  • Functional Cookies: Store your preferences and enable personalized service experience features
  • Analytical Cookies: Help us understand website usage to improve step-by-step tax optimization service accessibility
  • Performance Cookies: Optimize technical performance and service security

You can manage your cookie preferences at any time through your browser settings or our cookie preference center.

7. Your Rights

As a client of our step-by-step tax optimization services, you have the following rights regarding your personal data:

  • Right to Access: You can request copies of all personal data we hold about you
  • Right to Rectification: You can request correction of inaccurate or incomplete information
  • Right to Erasure: You can request deletion of your data under certain conditions (subject to legal retention requirements)
  • Right to Restriction of Processing: You can request limitation of data processing
  • Right to Data Portability: You can receive your data in a structured, machine-readable format
  • Right to Object: You can object to certain types of data processing

To exercise these rights, please contact us using the contact information provided at the end of this policy.

8. GDPR Compliance

As a step-by-step tax optimization service provider serving clients who may be subject to European Union regulations, we are committed to full compliance with the General Data Protection Regulation (GDPR).

We help the following GDPR principles:

  • Lawful Processing: We process your data based on valid legal grounds including consent, contract performance, and legitimate interests
  • Purpose Limitation: Your data is used only for specified tax optimization purposes and not for incompatible purposes
  • Data Minimization: We collect only the data necessary for providing step-by-step tax optimization services
  • Storage Limitation: We retain your data only as long as necessary and in accordance with tax optimization service professional requirements
  • Integrity and Confidentiality: We implement comprehensive security measures to help maximum data protection

Under GDPR, you also have the right to lodge a complaint with a supervisory authority if you believe your personal data processing violates the regulation.

For GDPR-related inquiries or to exercise your rights under GDPR, please contact our privacy officer at privacy@taxsteprise.com.

9. Contact Information

For any privacy-related questions or to exercise your data protection rights, you can contact us at:

TaxStepRise
Bay Street 245
M5H 2Y6 Toronto
Ontario, Canada

Email: privacy@taxsteprise.com
Phone: +1 (218) 481 373

Business Number (BN): 593729561

10. Changes

We regularly review and update this Privacy Policy to reflect changes in our practices, legal requirements, or tax optimization service standards. The current version is always available on our website.

For significant changes, we will notify you through appropriate channels, such as direct communication or website notifications, in accordance with professional tax optimization service standards.

Last updated: January 27, 2025