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Privacy Policy

Raven Tax Inc.

Effective Date: February 15, 2026

Raven Tax Inc. (“we”, “our”, or “us”) is committed to protecting the privacy and confidentiality of personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable Ontario privacy legislation.

This Privacy Policy explains how we collect, use, disclose, and safeguard personal information provided through our website, advertising platforms (including Meta/Facebook lead forms), and in the course of providing tax preparation and bookkeeping services.

1. Information We Collect

We may collect personal information including, but not limited to:

  • Name

  • Email address

  • Telephone number

  • Mailing address

  • Information related to tax and financial circumstances

  • Business and bookkeeping-related financial information

  • Details submitted through website contact forms or Meta lead forms

  • Communications between you and our office

We only collect information necessary to provide professional tax preparation, bookkeeping, and related services.

2. How We Use Your Information

Personal information is used for the following purposes:

  • Responding to inquiries

  • Providing personal tax preparation (T1) services

  • Providing bookkeeping services, including transaction recording, reconciliations, reporting, and compliance support

  • Communicating regarding tax filings, deadlines, bookkeeping matters, and services

  • Scheduling consultations

  • Complying with Canada Revenue Agency (CRA) requirements

  • Maintaining internal records for regulatory and compliance purposes

We do not sell, rent, or trade personal information to third parties.

3. Lead Forms & Advertising

If you submit your information through a Meta (Facebook or Instagram) lead form, your information will be used solely to:

  • Contact you regarding tax preparation or bookkeeping services

  • Provide consultation details

  • Share relevant information about our services

Submission of a lead form constitutes consent to be contacted by Raven Tax Inc. regarding professional services.

You may withdraw consent at any time by contacting us.

4. Disclosure of Information

We may disclose personal information:

  • To the Canada Revenue Agency (CRA) when authorized by you

  • To authorized subcontractors or professionals assisting in service delivery (where required)

  • To accounting software or secure cloud-based service providers used in delivering bookkeeping and tax services

  • When legally required by court order or law

  • With your written consent

All disclosures are limited to what is necessary for service delivery or compliance.

5. Data Security

We take reasonable administrative, technical, and physical safeguards to protect personal information, including:

  • Secure cloud-based tax and bookkeeping systems

  • Encrypted communication platforms where applicable

  • Restricted access to client data

  • Confidentiality obligations for staff and contractors

While we implement security safeguards, no method of transmission over the internet can be guaranteed 100% secure.

6. Retention of Information

We retain client information as required by:

  • CRA record-keeping requirements

  • Professional and regulatory obligations

  • Legal requirements

When no longer required, personal information is securely destroyed or anonymized.

7. Access and Correction

You may request access to your personal information and request corrections where appropriate.

Requests may be made in writing to the contact information below.

8. Cookies and Website Tracking

Our website may use basic analytics tools or cookies to:

  • Improve user experience

  • Monitor website performance

  • Understand visitor interactions

This data does not identify individuals personally unless voluntarily submitted.

9. Contact Information

For questions regarding this Privacy Policy or your personal information, please contact:

Raven Tax Inc.
Ontario, Canada
Email: info@raventax.ca

10. Changes to This Policy

We reserve the right to update this Privacy Policy as required to reflect regulatory or operational changes. Updates will be posted on this page with the revised effective date.

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