Privacy Policy

J&O Financial Services Inc. — last updated October 2026

We are a bookkeeping and corporate tax firm in Vancouver, BC. This policy explains what personal information we collect, why, and how we protect it. We follow British Columbia's Personal Information Protection Act (PIPA) and, where it applies, the federal Personal Information Protection and Electronic Documents Act (PIPEDA).

What we collect

  • Contact details you give us: name, business name, email, phone.
  • Information you share when you book a call (date, time and any notes).
  • For clients: the business and financial records needed to do your bookkeeping, payroll and tax filings (for example bank and card statements, invoices, receipts, payroll details, SIN or business numbers where a filing requires them).
  • Website data: pages visited, device and browser type, and how you found our site, collected through cookies and similar tools (Google Analytics and the Meta Pixel).

Why we use it

  • To answer your questions and schedule calls.
  • To provide the services you hire us for and to file returns with the Canada Revenue Agency and BC government on your behalf.
  • To send you service messages and, if you agree, occasional tips. Every marketing email has an unsubscribe option.
  • To understand how people use our website and to show our ads to relevant audiences.

We do not sell your personal information.

Who we share it with

Only with service providers that help us run the business, and only what they need: accounting software (QuickBooks Online), email and file storage (Microsoft 365), booking (Cal.com), our website and messaging platform, Google, and Meta. Some of these providers store data outside Canada (for example in the United States), where it may be subject to local laws. We also share client information with the CRA or other government bodies when filing, or when the law requires it.

Cookies

Our website uses cookies for analytics and advertising. You can block or delete cookies in your browser settings; the site will still work.

How long we keep it

Client records are kept for as long as the law requires (the CRA generally requires records to be kept for six years from the end of the tax year they relate to) and then securely destroyed. Enquiries from people who don't become clients are deleted within two years.

How we protect it

Access is limited to people who need it, accounts are password- and multi-factor-protected, and files are stored with reputable providers that encrypt data.

Your rights

You can ask to see the personal information we hold about you, ask us to correct it, or withdraw consent to marketing at any time. Contact our privacy officer below. If you're not satisfied with our answer, you can contact the Office of the Information and Privacy Commissioner for British Columbia (oipc.bc.ca).

Contact

Privacy Officer: Oleg Chaikovsky
J&O Financial Services Inc., 5307 Victoria Drive #1410, Vancouver, BC V5P 3V6
[email protected] · 604-671-0274

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