Privacy Policy for

Privacy Policy for


We appreciate and value that you entrust us with your sensitive personal information, and the primary guide in our privacy policy is our professional and personal commitment to ensuring that you have confidence in our professionalism and dedication to client service. We treat your personal information with the utmost respect consistent with this privacy policy.

Our Commitment

We recognize the importance of privacy and believe that it is a matter of trust. We are committed to addressing privacy concerns in a timely manner and to answer questions you bring to us. We promise not to sell, trade or otherwise release personal information. Access to the information is restricted to individuals who are authorized by Taxbuddies to view such information and procedures are in place designed to safeguard the information from loss, misuse or otherwise improper disclosure to unauthorized person(s).

Identifying Purpose

The Firm shall identify the purpose for which personal information is collected before collecting it. The Firm collects personal information only for the following reasons:

  • To assist in the preparation of your financial statements.
  • To prepare your taxation and other returns as required by government and for other regulatory purposes.
  • To advise you on personal tax planning, business and succession planning, valuation and other business and personal advisory services.
  • To understand your needs and recommend products and services accordingly.
  • To meet legal and regulatory requirements.

Retention, Accuracy and Safeguarding

To preserve the information for governmental and professional purposes, and to serve you better, we will retain and safeguard your information for as long as we determine is necessary, even if you are no longer a client.

We will use appropriate technologies and maintain high security standards to ensure the protection of your information. While we do employ up to date technology to protect your personal information when it is transmitted electronically, you should be aware that no electronic transmission can be guaranteed to be completely secure.

You may, upon written request, review your personal information and request corrections if necessary. We are committed to maintaining accurate information and urge you to notify us promptly of any changes in your personal information.

We understand that, while delivering our services, you may disclose to us personal information that you have collected regarding your employees, customers and other parties. We assure and commit to you that this information will be kept private and confidential and will not be released to any third party (other than as may be required by law) unless we first obtain consent.

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your browsing experience. You can adjust your browser settings to manage cookies or opt-out of certain tracking features.

Social Media Platforms

Taxbuddies uses certain social media applications (such as LinkedIn, Google) to drive engagement with customers, potential and existing clients as well as specific individuals. We utilize these social media platforms to engage our users with published content and information. However, Taxbuddies cannot be held responsible if you share personal information on Social Media platforms in which you use.

Limitation of Liability

Please note that any of Taxbuddies’ directors, officers, employees, or contractors cannot be responsible or liable for any loss or damages whatsoever, including (without limiting the generality of the foregoing) any direct, indirect, incidental, special, punitive or any otherwise, ensuing from the misuse of any information collected by any third party or any misuse of any information collected through the website not in violation of the policy.

Changes to this Policy

We may update this Privacy Policy periodically. Any changes will be posted on our website.

Further Information

For further information with regards to our privacy policies and statement, you can forward your inquiries to us at , and we will strive to respond in a timely manner and to deal with your inquiry in confidence.