Occhiuto CPA Professional Corporation
Last updated: June 29, 2026
Occhiuto CPA Professional Corporation (“we,” “us,” “our,” or the “Firm”) is committed to protecting the privacy and confidentiality of personal and financial information entrusted to us by our clients. This Privacy Policy explains how we collect, use, disclose, and safeguard your information, in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and the standards of professional conduct set by the Chartered Professional Accountants of Ontario (CPA Ontario), including the duty of confidentiality under the CPA Ontario Code of Professional Conduct.
1. Information We Collect
In the course of providing tax, accounting, and advisory services, we may collect:
- Personal identification information (name, address, date of birth, Social Insurance Number)
- Financial information (income, assets, liabilities, banking details, investment records)
- Business information (corporate records, financial statements, payroll data)
- Tax-related information (CRA correspondence, prior returns, supporting documentation)
- Communication records (emails, meeting notes, phone logs related to your engagement)
- Information submitted through our website, including contact forms and the Client Portal
2. How We Collect Information
We collect information directly from you through:
- Client engagement and intake forms
- Documents you provide during the course of an engagement
- Our website’s contact form and Client Portal
- Direct communication (phone, email, in-person meetings)
We do not collect personal information from third parties without your knowledge or consent, except where required to complete an engagement (e.g., confirming information with the Canada Revenue Agency on your behalf, with your authorization).
3. How We Use Your Information
We use the information we collect to:
- Prepare and file tax returns and financial statements
- Provide accounting, bookkeeping, and advisory services
- Communicate with you regarding your engagement
- Comply with professional, legal, and regulatory obligations
- Improve our services and respond to inquiries
We do not use your personal information for purposes unrelated to the services you have engaged us to perform without your consent.
4. Confidentiality and Professional Obligations
As Chartered Professional Accountants, we are bound by Rule 208 (Confidentiality) of the CPA Ontario Code of Professional Conduct, which requires that we:
- Maintain the confidentiality of client information acquired through a professional engagement
- Not disclose such information to any third party without proper authority or unless there is a legal or professional duty to do so
- Not use client information for personal advantage or the advantage of a third party
This professional duty of confidentiality applies in addition to, and alongside, our obligations under PIPEDA.
5. Disclosure of Information
We do not sell, rent, or trade your personal information. We may disclose information only:
- With your express consent
- To regulatory bodies (such as CPA Ontario or the CRA) where required by law or professional standards
- To third-party service providers who assist in delivering our services (e.g., secure cloud accounting software, IT support), under confidentiality agreements
- Where required by court order, subpoena, or other legal process
- In connection with a quality assurance or practice review conducted by CPA Ontario
6. Data Security
We take reasonable administrative, technical, and physical measures to protect your information against unauthorized access, loss, or disclosure, including:
- Secure, password-protected client portal for document exchange
- Encrypted storage of electronic records
- Restricted internal access to client files on a need-to-know basis
- Secure retention and destruction practices for physical and electronic records
While we take precautions to protect your information, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
7. Retention of Information
We retain client records for the period required under applicable tax law, professional standards, and CPA Ontario practice requirements, after which records are securely destroyed or permanently deleted.
8. Your Rights
Under PIPEDA, you have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate or incomplete information
- Withdraw consent for certain uses of your information, subject to legal or contractual restrictions
- Ask questions about how your information is handled
To exercise these rights, please contact us using the information below.
9. Website and Cookies
Our website may use cookies or similar tracking technologies to improve user experience and analyze site traffic. You can disable cookies through your browser settings; doing so may affect certain website features.
10. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The updated version will be posted on this page with a revised “Last updated” date.
11. Contact Us
If you have questions or concerns about this Privacy Policy or how your information is handled, please contact:
Occhiuto CPA Professional Corporation
14 Moderna Drive
Woodbridge, ON L4H 0M9
Phone: (647) 847-5173
Email: robert@occhiutocpa.ca
If you have concerns that cannot be resolved directly with us, you may also contact the Office of the Privacy Commissioner of Canada at www.priv.gc.ca, or CPA Ontario at www.cpaontario.ca.