Privacy Policy

Last Updated: September 2026

XPERT Accounting & Tax Services (“XPERT,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose and protect personal information when you visit xpertaccounting.ca, contact us or use our services.

Personal Information We Collect

We may collect personal information that you voluntarily provide to us, including your name, email address, telephone number and information submitted through our website contact or consultation forms.

When you become a client, we may also collect information reasonably required to provide accounting, bookkeeping, payroll, GST/HST, tax preparation or CRA assistance services. This may include financial, tax, business and identification information.

Our website and service providers may also automatically collect certain technical information, such as your IP address, browser or device information, cookies and information about how you interact with the website.

How We Use Your Information

We may use personal information to respond to inquiries, communicate with clients, provide requested services, prepare and file authorized tax returns and related filings, maintain business and client records, process payments, improve our website and comply with applicable legal and regulatory requirements.

We limit the collection, use and disclosure of personal information to reasonable purposes associated with our services and business operations.

XPERT does not sell your personal information.

Sharing Your Information

We may disclose personal information when reasonably necessary to provide services you have requested or authorized, including disclosures to the Canada Revenue Agency and service providers that support our business operations.

We may also disclose information where required or permitted by law.

Information Security

We use reasonable administrative, technical and physical safeguards designed to protect personal information under our control from unauthorized access, use, disclosure, loss or modification.

However, no electronic transmission or storage system can be guaranteed to be completely secure.

Please do not submit your Social Insurance Number (SIN), tax documents, banking information, passwords or other sensitive financial or identification information through our general website contact form. Appropriate methods for securely exchanging sensitive documents will be provided when required.

Cookies and Website Technologies

Our website and service providers may use cookies and similar technologies for website functionality, security, performance and analytics.

You may be able to control certain cookies through your browser or applicable website settings. Some website functionality may be affected if cookies are disabled.

Retention of Information

We retain personal information only for as long as reasonably necessary to provide our services and meet applicable business, legal, tax and regulatory requirements. When information is no longer reasonably required, it will be appropriately deleted, destroyed or anonymized.

Access and Correction

You may contact us to request access to personal information we hold about you or to request correction of information that you believe is inaccurate, subject to applicable legal requirements and exceptions.

Alberta PIPA provides individuals with rights concerning access to and correction of personal information held by private-sector organizations. Alberta Information Commissioner

Third-Party Services and Links

Our website may contain links to or integrations with third-party services. These third parties may have their own privacy policies and practices, and we encourage you to review their policies when using their services.

Privacy Contact

Questions, concerns or requests regarding this Privacy Policy or the handling of your personal information may be directed to:

Privacy Officer
XPERT Accounting & Tax Services
Calgary, Alberta, Canada
Email: [email protected]
Phone: 403-616-5921

Alberta's privacy guidance recommends identifying the person responsible for privacy compliance and making information about the organization's privacy practices available. Alberta Information Commissioner

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, practices, technology or legal requirements. Updates will be posted on this page with a revised “Last Updated” date.