Withey Addison LLP is committed to protecting the privacy and confidentiality of our client’s personal and business information. This commitment is supported by the following policies and procedures:
Collection and Use of Information
We may collect and use private, personal, business and financial information for the purpose of providing you tax and accounting services which may include the preparation of your financial statements, tax returns or other returns or documents that you require for compliance, regulatory, financing or related purposes. We may also use this information to assist you in financial, business, succession or general income tax planning as requested by you. All private information collected from you will be used for the sole purpose of providing service to you.
Security of Information
All personal and business data is kept on secure servers with access limited to only employees of Withey Addison LLP.
Our employees and partners understand their responsibility to not disclose your information without your consent. Our privacy policies and procedures are clearly set out in our staff manuals and employment contracts we have with our employees. These contracts include a confidentiality agreement binding our employees to not disclose any private information pertaining to our clients during their employment and after their termination of employment.
We have and will continue to use appropriate technologies and maintain high security standards to ensure the protection of your information.
Disclosure of Information
We will only disclose information for the reason that it was collected unless you give us your consent to disclose it for other reasons.
Retention of Information
We will retain and safeguard your information for as long as we determine is necessary in order to preserve the information for governmental and professional purposes.
Third Party Information
In the course of our review of your information, we may become party to private information that you have collected on your employees, customers and other business relationships. As you too have an obligation under the privacy legislation for this information, we assure you that this information will be kept private and confidential and subject to the same privacy protection as your own information as outlined above.
Accuracy of Information
We ask that you notify us promptly of any changes in your personal information. Your private information maintained in our office is available for you to review, verify and correct if necessary.
If you have any questions or concerns regarding the privacy of your information, please contact the following privacy officers: