At Paul A Busch CPA Professional Corporation, we have the ability to offer clients the best of both worlds; we have the expertise to address the critical needs of owner-managed businesses, and we are structured to deliver personalized and pro-active service.
When you seek advice from our office you will be dealing with an individual that is familiar with your company’s operations, your history and your unique opportunities and challenges. This familiarity facilitates meaningful and pragmatic business advisory services and positions us well to respond em-pathetically with tried and proven solutions.
We provide our clients with a full range of accounting services: including, audits, review and compilations; tax services: including, corporate, personal and trust returns, tax and succession planning services, and business advisory services.
Paul A Busch CPA Professional Corporation is a Mississauga-based chartered accounting firm which has served as a trusted financial and tax advisor to entrepreneurs, family business owners and professionals for many years.
Types of Personal Information We Collect
Personal information is any information that is identifiable to an individual, or by which, through deduction, would be identifiable to an individual. In providing and marketing our professional services we collect and use information collected directly from our potential and existing clients (“client information”). We also collect personal information about other individuals with whom our clients may have dealings, where necessary and relevant to providing our professional services (“third party personal information”). We collect third party personal information directly from the third party or from independent sources where authorized or permitted by law. We limit our collection of personal information to that which is necessary in the course of providing and marketing our professional services.
Consent to the Collection and Use of Personal Information
Client Information: We collect, use and, if applicable, disclose client personal information in order to provide professional services and advice to our clients. We will explain to our clients why we require the information, what use will be made of it and with whom it may be shared in order to provide our professional services. The terms and conditions of every professional services engagement are detailed in the engagement letter. By signing the engagement letter, the client will be providing consent to the use and collection of personal information. In some circumstances, we may accept verbal consent. When the purpose for which we are collecting information from a client is obvious from the very nature of our interaction, we may assume from an individual's behaviour that they consent to the collection and use of their personal information for such obvious purpose.
A client always has the option not to provide their consent to the collection, use and disclosure of their personal information, and, subject to limited legal and contractual restrictions, a client may also withdraw their consent to such collection, use and disclosure. However, under these circumstances we may be unable to provide or continue to provide our professional services.
We also use some basic personal information about our clients (including individuals who have expressed an interest in our firm) such as name, address and those aspects of our professional services of interest to that client, in order to inform clients about and offer them our products or services that may be of interest to them. Our use of information for this purpose is entirely optional and any individual who does not wish to receive our publications and promotional mailings may simply advise our Privacy and Confidentiality Leader of their preferences and we will cease to use their information for these optional marketing purposes.
Third Party Information: In providing our professional services it is sometimes necessary for us to collect third party personal information on behalf of our clients. We either collect third party personal information directly from the third party or we consult independent sources where authorized or permitted by law. For example, in our insolvency practice, we may obtain a consumer report on behalf of our clients from a credit reporting or personal information agent in our efforts to assist our client in collecting a debt. Disclosure of Personal Information
We disclose client personal information only with a specific authorization to that effect unless we are otherwise compelled by law or a court order to do so. We disclose third party personal information when necessary, if such disclosure is authorized by the individual to whom the information relates or if permitted or required by law.
We sometimes retain on behalf of our clients, or suggest that they retain, other professional services firms. If we retain such a firm on behalf of one of our clients, this is always done with the consent of and at the direction of our client. Firms retained are independent professional services firms, and consequently, they are responsible for their own information handling practices and the personal information that they collect, use, retain or disclose.
Transfer of Personal Information
We sometimes retain third parties (“authorized administrator”) to perform, on our behalf, certain administrative or professional services in support of our business and the services we provide. Such services could include file processing, data processing, file imaging, records retention and disaster recovery. Accordingly, in certain instances, these authorized administrators will be provided with personal information to the extent that it is necessary in the performance of those specific administrative or professional services on our behalf. We obligate our authorized administrators to use and take steps to protect personal information we provide to them. They must, at a minimum, take precautions that are in accordance with our security standards and information handling principles. They are bound by contract not to use the information for any purpose other than for the specific services they provide on our behalf and for no other purpose.
Retention of Personal Information
We need to keep records of the professional work we perform. As a result, some of our records may contain personal information, which we must retain.
Accuracy of Personal Information
In order to provide a professional level of service, the personal information that we collect must be accurate, complete and current. From time to time, we will, where appropriate and necessary, update client personal information. We also rely on our clients to advise us of any changes to their personal information which may be relevant to the advice and services we provide.
Safety of Personal Information
We protect personal information by applying appropriate safeguards to our physical and electronic files. We limit access to our physical and electronic files to those individuals who need access in the performance of their employment and professional duties. We apply security measures to protect personal information under our control from loss, misuse or alteration. Physical files are maintained in premises that are not available to the public (e.g., restricted access premises, locked rooms and filing cabinets) and our electronic files containing personal information are maintained in a secure environment.
Access and Correction
Individuals have the right to request to review their personal information in our possession. An individual may make such a request by writing to our Privacy and Confidentiality Leader at the address provided below. Upon proof of entitlement and proper identification, a summary of such personal information will be provided. More detailed requests, which require archive or other retrieval costs, may be subject to reasonable charges. If we hold personal information about you and you can establish that it is not accurate, complete or up-to-date, we will take reasonable steps to correct it.
Paul A Busch CPA Professional Corporation
5780 Timberlea Blvd.