Privacy Policy

Last updated: April 2026

1. Who We Are

Gupta & Company Accounting Inc ("Gupta & Company", "we", "us", or "our") is a CPA-registered accounting firm located at Unit 108 – 13049 76 Ave, Surrey, BC, V3W 2V7, Canada. We provide bookkeeping, tax, fractional controller, and assurance services to individuals and businesses across Canada.

This Privacy Policy explains how we collect, use, disclose, and protect personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

2. Information We Collect

We collect personal information only to the extent necessary to provide our services and communicate with prospective and current clients. This may include:

• Contact information — name, email address, phone number, mailing address
• Business information — company name, industry, corporate structure
• Financial information — provided by clients as necessary to perform accounting, tax, or assurance services
• Communication records — emails, form submissions, meeting notes
• Website usage data — collected through standard server logs and any analytics tools in use

3. How We Use Your Information

We use personal information for the following purposes:

• To respond to inquiries submitted through our contact form or by email
• To provide the accounting, tax, and assurance services you have engaged us for
• To fulfill legal and regulatory obligations, including CRA reporting requirements
• To communicate with you about your engagement, deadlines, and relevant updates
• To improve our website and services

We do not sell, rent, or trade personal information to third parties. We do not use your information for unsolicited marketing purposes.

4. How We Share Your Information

We may share personal information with third parties only in the following circumstances:

• With your consent — when you have authorized us to share information with a third party on your behalf (e.g., the CRA, a lender, or a lawyer)
• Service providers — we may use third-party software platforms (such as accounting software or secure file sharing tools) to deliver our services. These providers are contractually required to protect your information
• Legal requirements — when required by law, court order, or regulatory authority
• Professional obligations — as required by CPA Canada standards and our professional obligations as CPAs

5. Data Security

We take the security of your personal information seriously. We use industry-standard measures to protect information from unauthorized access, use, or disclosure. Client files and financial information are stored in secure, access-controlled systems.

No method of transmission over the internet is 100% secure. While we take reasonable precautions, we cannot guarantee absolute security of information transmitted electronically.

6. Retention

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, or as required by law. For tax and assurance engagements, this typically aligns with CRA and CPA Canada record retention requirements (generally a minimum of six years from the end of the relevant tax year).

7. Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Withdraw consent where our use of your information is based on consent (subject to legal or contractual restrictions)
• File a complaint with the Office of the Privacy Commissioner of Canada if you believe your rights under PIPEDA have been violated

8. Cookies and Website Analytics

Our website may use standard browser cookies or analytics tools to understand how visitors use the site. We do not use cookies to collect personally identifiable information. You can disable cookies in your browser settings, though this may affect certain website functionality.

9. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the date at the top of this page. We encourage you to review this policy periodically. Continued use of our website or services after changes are posted constitutes acceptance of the updated policy.