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  Privacy Policy

 

J&D Tax Services was founded on principles of trust, integrity and the delivery of outstanding products and services and is committed to customer satisfaction and to maintain the privacy our customers expect. This privacy policy sets forth the types of information we collect and how we may use or disclose that information.

We may collect the following types of personal information about you, either directly or through persons or entities acting on our behalf:

 

   
  • information we receive from your transactions with us including information which is asked for on an income tax form, such as your name, address, social insurance number, and other identifying and contact information, in addition to your tax and financial information, and your e-mail address;
  • information you provide to us to on applications, forms, product registration cards, surveys, and in connection with polls or contests, such as your name, address and e-mail address;
  • credit or debit card information, such as card number and card expiration date, when you purchase goods or services on or through our Web site; and
  • information from your use of our Web site, such as navigation patterns at the site on an aggregate basis and information we collect through Internet cookies (Cookies are messages linked to your Internet browser and used to customize your experience at our Web site by, for example, showing you only information that is relevant to your interests).

We use the personal information we collect to serve you better.

  • The personal information you provide is used to complete your income tax return, to provide you with other requested financial or tax-related information and services.
  • We may also use your personal information to enable us to alert you by mail, phone or e-mail to current and anticipated product offerings, and to tailor marketing material to your specific needs.
  • J&D Tax Services shall retain personal information only as long as necessary or relevant for the identified purposes or as required by law.

We only disclose the personal information we collect in limited circumstances.

  • We only disclose your personal information with your consent or as permitted or required by law.
  • We may disclose information we collect to service providers to perform a service for us or to perform a function on our behalf. In cases where we use service providers, we restrict such service providers from using your personal information except to act on our behalf in accordance with identified purposes.
  • We may also disclose aggregate information compiled using your personal information that does not identify you individually.
  • We may also release information requested by Canada Customs and Revenue Agency (CCRA) from time to time.

We protect your personal information.

  • J&D Tax Services protects personal information by security safeguards appropriate to the sensitivity of the information. We restrict access to personal information to those employees who need to access it in order to serve you. We never disclose your personal information to non-affiliated third parties, except as set forth above.

You have choices.

  • You have the option, at any time, to call 613-236-3922 or e-mail us at customer.support@jdtax.ca, to request access to your personal information in order to verify its accuracy and rectify it if required, or to withdraw your consent to any use or disclosure of your information (except as required to provide you with the services you request or to provide you with necessary information relating to your accounts with us, or as required by law). Due to the private nature of the information we maintain, our company policy does not permit disclosure over the phone or via e-mail. Instead we can make other arrangements for you to access your information.
  • If you require further information about J&D Tax Services's privacy policies or practices, or to access or update your personal information, please contact us at the phone number or e-mail address listed above.

Changes to our policy.

  • If we decide to change our privacy policy, we will post our changes to this Web site. If we ever wish to use or disclose your personal information in a way that is different from that stated at the time of collection, we will notify you by e-mail. You will have a choice as to whether or not we can use or disclose your information in this different manner.

Consent.

  • By visiting this Web site or using the products and services of J&D Tax Services, you consent to the collection, use and disclosure of your personal information in accordance with this privacy policy.

 

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