Privacy Policy

We may collect the following types of personal information:

• Contact Information: Name, email address, phone number, mailing address.

• Financial Information: Tax returns, financial statements, and payment details.

• Website Usage Data: IP address, browser type, and interaction with our website for analytics purposes.

We use personal information to provide and improve our services, specifically to:

• Process and deliver accounting, tax, and advisory services.

• Communicate with clients about their accounts and updates.

• Fulfill regulatory and legal requirements.

Wilson-Thompson Accounting and Tax does not sell or rent client information to third parties. We may share information:

• With Third-Party Service Providers: For processing payments, IT support, or data management, in accordance with strict confidentiality agreements.

• As Required by Law: We may disclose information if required by court order, government request, or legal process.

We employ industry-standard security measures to protect personal information, including secure servers, encrypted data storage, and access restrictions. While we strive to protect your data, please note that no method of transmission over the internet is entirely secure.

Clients have the right to request access to their personal information and request corrections if inaccuracies are found. To exercise these rights, please contact us using the information provided below.

Our website may use cookies to enhance user experience and analyze site usage. Cookies are small files stored on your device that help us recognize repeat visitors. You can disable cookies in your browser settings, though some features of our website may be limited.

Wilson-Thompson Accounting and Tax retains personal information for as long as necessary to fulfill the purposes outlined in this policy and comply with legal obligations. When information is no longer needed, it is securely deleted or anonymized.

We may update this Privacy Policy from time to time. Updates will be posted on our website, and we encourage clients to review this policy periodically.

If you have questions or concerns about our Privacy Policy or wish to exercise your rights, please contact us:

• Email: info@Wilson-Thompson.com

• Phone: (416)479-4052