Last updated: July 25, 2026
This Privacy Policy explains how Verma Accounting & Financial Services (“Verma Accounting,” “we,” “us,” or “our”) collects, uses, and discloses personal information through our website and our accounting, tax, bookkeeping, payroll, business registration, and related professional services. By using our website or engaging our services, you consent to the collection and use of information in accordance with this policy.
Information we collect
We may collect personal information you provide when you contact us, submit forms, or engage our services, including:
- Contact and identity details (name, email, phone number, mailing address, date of birth)
- Tax and identification details required for filing (for example SIN, business numbers, and CRA-related identifiers)
- Financial and supporting documents (T4, T5, receipts, bank statements, payroll records, and similar materials)
- Business information related to bookkeeping, payroll, registration, financing support, or consulting
- Website and communication information (messages you send us, appointment requests, and form submissions)
How we use your information
We use collected information to:
- Prepare and file personal or corporate tax returns and related filings
- Provide accounting, bookkeeping, payroll, and business registration services
- Communicate with you about your file, appointments, deadlines, and service updates
- Verify identity where required and protect against unauthorized access or fraud
- Improve our website and client experience
- Comply with legal, regulatory, and professional obligations
Sharing & disclosures
We do not sell personal information. We may share necessary information with trusted third parties who assist in providing our services (for example secure payment processors, document or hosting providers, and CRA e-filing systems), and when required by law or to protect our rights and clients.
Security
We use industry-standard technical and organizational measures to protect personal data. Access to client data is restricted to authorized personnel who need it to perform their work.
Retention
We retain tax return and related client records for up to seven (7) years to meet professional and legal obligations, after which data may be securely destroyed, unless a longer period is required by law or an active matter.
Your rights
Subject to applicable Canadian privacy laws, you may request access to, correction of, or deletion of your personal data. To exercise these rights, contact us at info@vermaaccounting.ca or call +1 (613) 318-6478.
Changes to this policy
We may update this policy from time to time. Material changes will be posted on this page with an updated “Last updated” date.
Contact
Questions about this Privacy Policy? Email info@vermaaccounting.ca or visit our Contact page.