Preston Tax and Bookkeeping

Preston Tax and Bookkeeping is a virtual tax and accounting service based in Cambridge, Ontario. We collect and secure client data according to applicable government regulations.

Privacy Policy

  • Effective Date: September 9, 2024
  • Last Updated: September 9, 2024

At Preston Tax and Bookkeeping Inc., we are committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data in the course of providing our services.

Information we collect
We collect personal information only as necessary to deliver our services effectively. This may include:

  • Contact details (name, email, phone number)
  • Financial and tax-related information
  • Business records and payroll data
  • Identification documents (e.g., SIN, business registration)

We collect this information directly from you or with your consent through secure channels.

Purpose of Collection
We use your personal information for the following purposes:

  • Preparing and filing tax returns
  • Providing bookkeeping and payroll services
  • Communicating with you about your account or services
  • Complying with legal and regulatory obligations

We do not collect more information than is necessary for these purposes.

Consent & Transparency
We obtain your informed consent before collecting, using, or disclosing your personal information. By engaging our services, you agree to the collection and use of your data as described in this policy.

You may withdraw your consent at any time, subject to legal restrictions (e.g. CRA record keeping mandates).

Data Security
We take reasonable steps to protect your personal information from unauthorized access, use, or disclosure. This includes

  • Secure storage on devices owned by Preston Tax and Bookkeeping Inc.
  • Encryption and password protection
  • Restricted access to sensitive data

Information stored using third-party cloud software, including, but not limited to, QuickBooks Online, Microsoft 365 and Adobe, is governed by the respective provider’s privacy policies.

Third-Party Disclosure
We do not share your personal information with third parties unless:

  • You provide written and signed consent
  • It is required by law or regulatory authorities

We do not sell or trade your personal information under any circumstances

Data Retention
We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy or as required by law. Once no longer needed, data is securely deleted or anonymized.

Access & Correction
You have the right to:

  • Access your personal information
  • Request corrections to inaccurate or outdated data
  • Inquire about how your information is used

To make a request, please contact us using the details below.

Updates to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The latest version will always be available on our website.

Contact Us
If you have questions or concerns about this Privacy Policy or your personal information, please contact:

Preston Tax and Bookkeeping Inc., Cambridge, Ontario
[email protected]
519-841-0890 (call or text)

Copyright 2025 - Preston Tax and Bookkeeping Inc.