Privacy Policy
1. Purpose of This Policy
At SAM Tax Services, we value your trust. This Privacy Policy explains how we collect, use, protect, and disclose your personal information when you use our tax preparation, form assistance, and related services. We are committed to complying with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable privacy laws in Canada.
​
2. Information We Collect
We collect only the information necessary to provide our services, including:
- Full name, address, and contact information (phone, email)
- Date of birth and Social Insurance Number (for tax purposes)
- Financial and employment information needed for tax filing
- Government identification or documents (e.g., driver’s license, passport)
- Business or self-employment details (if applicable)
- Information provided on tax, benefit, or government forms
​
3. How We Use Your Information
Your information is used solely for the purpose of:
- Preparing and filing income tax returns (personal or business)
- Assisting with CRA or Service Canada forms
- Setting up government accounts (GST/HST, business registration, OSAP, etc.)
- Communicating with you about your file or related services
- Meeting legal and regulatory requirements
We do not sell, rent, or trade your personal information to any third party.
​
4. Consent
By providing your personal information to SAM Tax Services, you consent to its collection and use for the purposes outlined above. You may withdraw consent at any time, subject to legal or contractual restrictions.
​
5. Information Storage and Security
We take all reasonable steps to protect your data through:
- Secure computer systems and password protection
- Encryption and firewalls for digital files
- Locked filing cabinets for physical records
- Limiting access to authorized personnel only
We retain client files for seven (7) years as required by the Canada Revenue Agency (CRA), after which they are securely destroyed.
​
6. Disclosure of Information
We may disclose personal information only when:
- Required by law (e.g., CRA audits or court orders)
- Authorized by you in writing
- Necessary to complete your service request (e.g., e-filing your return)
​
7. Your Rights
You have the right to:
- Request access to your personal information
- Request corrections to inaccurate information
- Withdraw consent for further use or disclosure (subject to legal requirements)
​
8. Third-Party Services
In some cases, we may use secure third-party tools or CRA systems to complete filings. These services comply with Canadian privacy regulations, and we ensure your data is handled safely.
​
9. Website and Online Privacy
Our website (samtaxservices.ca) may collect limited, non-identifiable information such as browser type, IP address, and traffic analytics. We may use cookies to improve website experience. You can disable cookies in your browser settings.
​
10. Contact Us
​​
For questions, concerns, or to access your personal information, please contact:
Privacy Officer – SAM Tax Services
2200 Danforth Ave, Toronto, ON M4C 1K3
Email: support@samtaxservices.ca
Phone: 647-606-7939
​
Our Commitment
Your trust is important to us. SAM Tax Services is dedicated to maintaining the confidentiality, security, and accuracy of your personal information.