Privacy Policy
Your privacy is important to us. This policy outlines how we handle your information.
Last updated: February 2026Introduction
Y&Y Tax and Finance Inc. ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services or visit our website at ytaxservices.com.
We comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable Canadian privacy laws.
Information We Collect
Personal Information
We may collect the following types of personal information:
- Contact Information: Name, email address, phone number, mailing address
- Financial Information: Income details, tax documents, banking information (for tax filing purposes)
- Identification: Social Insurance Number (SIN), date of birth, government-issued ID
- Business Information: Business name, registration numbers, financial records
Automatically Collected Information
When you visit our website, we may automatically collect:
- IP address and browser type
- Device information
- Pages visited and time spent on site
- Referring website addresses
How We Use Your Information
We use your personal information to:
- Prepare and file your tax returns with the Canada Revenue Agency (CRA)
- Provide tax planning and advisory services
- Communicate with you about our services
- Respond to your inquiries and appointment requests
- Comply with legal and regulatory requirements
- Improve our website and services
- Send you important updates about tax deadlines and changes
How We Protect Your Information
We implement appropriate security measures to protect your personal information, including:
- Encrypted data transmission (SSL/TLS)
- Secure file storage systems
- Limited access to personal information on a need-to-know basis
- Regular security assessments
- Employee training on privacy and security practices
Information Sharing
We do not sell, trade, or rent your personal information. We may share your information only:
- With the CRA and other government agencies as required for tax filing
- With your explicit consent
- To comply with legal obligations
- With service providers who assist us (bound by confidentiality agreements)
Your Rights Under PIPEDA
Under Canadian privacy law, you have the right to:
- Access your personal information held by us
- Request correction of inaccurate information
- Withdraw consent for certain uses of your information
- File a complaint with the Privacy Commissioner of Canada
Cookies
Our website uses cookies to enhance your browsing experience. You can control cookie preferences through your browser settings. Essential cookies are required for basic website functionality, while analytics cookies help us improve our services.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, typically 7 years for tax-related documents as required by CRA guidelines, unless a longer retention period is required by law.
Contact Us
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:
Y&Y Tax and Finance Inc.
145 Montmorency Way
Ottawa, ON K4A 0J2
Canada
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.