Privacy Policy.

1. Who We Are

Bolfred Consulting Services Inc. ("BCS", "we", "us", or "our") is a Canadian accounting and consulting firm providing tax preparation, bookkeeping, payroll, business incorporation, and related financial services to individuals and businesses across Canada.

For questions about this Privacy Policy, contact us at: info@bolfredconsultingservices.com

2. Information We Collect

We collect personal and financial information necessary to provide our services. This may include:

Personal Information

• Full name, date of birth, gender
• Contact information (email, phone, address)
• Social Insurance Number (SIN)
• Immigration and residency status
• Marital status and dependant information

Financial Information

• Employment and income details
• Business financial records
• Tax documents (T4s, T5s, T3s, etc.)
• GST/HST registration numbers
• Bank and investment account information
• Corporate ownership and shareholder details

Usage Information

• Information submitted through our online intake form
• Communications via email or contact form

3. How We Use Your Information

We use your personal and financial information solely for the purposes of providing the services you have requested, including:

• Preparing and filing tax returns and financial documents
• Completing business incorporation and registration
• Providing bookkeeping and payroll services
• Communicating with the Canada Revenue Agency (CRA) on your behalf
• Responding to your inquiries and service requests
• Fulfilling our legal and regulatory obligations

We do not use your information for marketing purposes without your explicit consent.

4. How We Protect Your Information

We take the security of your personal and financial information seriously. We implement appropriate technical and organizational measures to protect your data against unauthorized access, disclosure, alteration, or destruction.

Our client data is stored on secure, encrypted platforms with access controls limited to authorized personnel only. Our online intake system uses industry-standard HTTPS encryption for all data transmission.

5. Disclosure of Your Information

We will not sell, trade, or disclose your personal information to third parties except in the following circumstances:

• With your explicit written consent
• As required by law (e.g., CRA requests, court orders)
• To service providers who assist us in delivering our services, subject to confidentiality agreements
• In connection with a legal proceeding where disclosure is required

6. Retention of Information

We retain your personal and financial information for as long as necessary to fulfill the purposes for which it was collected, including satisfying legal, accounting, and regulatory requirements.

Tax records and financial documents are typically retained for a minimum of seven (7) years in accordance with CRA requirements. You may request deletion of your information after this period by contacting us.

7. Your Rights

As a client of Bolfred Consulting Services Inc., you have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Withdraw consent for non-essential uses of your information
• Request deletion of your information (subject to legal retention requirements)
• File a complaint with the Office of the Privacy Commissioner of Canada

To exercise any of these rights, please contact us at info@bolfredconsultingservices.com.

8. Applicable Law

This Privacy Policy is governed by the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation in Canada. By using our services, you consent to the collection and use of your information as described in this policy.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us:

Bolfred Consulting Services Inc.
Email: info@bolfredconsultingservices.com
Website: Contact Form