Privacy Policy

Privacy Policy Overview

This Privacy Policy outlines how we handle personal data in accordance with applicable laws.

Terms of ServiceContact
Policy guidance
This introductory summary is provided to help readers navigate the sections that follow.
Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel
Contact

Data collection overview

How information is collected and how cookies work

This section outlines the categories of personal information we collect, where that information comes from, the cookie types used on the site, and the options available to manage cookie preferences.

Data collected

Collection of Personal Data

We collect personal data such as names, contact information, and financial details necessary for providing tax strategy services.

The categories of data collected depend on how users interact with our services.
Sources of data

Sources of Data Collection

We obtain data from user submissions, cookies, and other tracking technologies as users navigate our website.

Data is received directly from users or generated through service interactions.
Cookie types

Types of Cookies Used

We utilize essential cookies for functionality and analytical cookies for performance tracking.

Cookies vary by purpose and may be session-based or persistent.
Cookie controls

Cookie Management

Cookies are used to enhance user experience and analyze website traffic.

Users may adjust cookie preferences through browser settings at any time.
User Rights

User Rights

Users have rights regarding their personal data, including access, correction, and deletion.

Rights may be subject to legal limitations in certain circumstances.
Requests

Exercising Rights

Requests for exercising rights can be submitted through the contact information provided.

We respond to verified rights requests within the timeframe required by law.
Data Retention

Data Retention Policy

We retain personal data only as long as necessary to fulfill the purposes outlined in this policy.

Retention periods are reviewed periodically and data is deleted when no longer necessary.
Policy Updates

Policy Updates

We will notify users of significant updates to this policy via email or through our website.

Material changes to this policy are communicated through appropriate channels.

Contact Information

Email
feedback@pertaxly.website
Phone
+1 514-246-9347
Address
21 Chisholm Avenue, Toronto ON M4C 4V1
General inquiries
Contact details for privacy-related inquiries are provided in this section.
Contact Page

Purposes of Data Processing

We process personal data to provide services, improve user experience, and comply with legal obligations.

Processing is limited to the purposes described in this policy.

Data Sharing with Partners

We may share personal data with trusted partners for the purpose of providing our services.

Third parties receiving data are bound by confidentiality obligations.

Legal Disclosures

We may share personal data with law enforcement or regulatory bodies as required by law.

Disclosure to authorities occurs only when required by applicable law.