Stark and Marsh Privacy Policy

Stark & Marsh CPA LLP recognize that the collection and use of personal information in our client relationships is essential if we are to succeed in achieving our mutual goals. However, we also understand the requirement for privacy and confidentiality of client information. We have developed policies and procedures to ensure the security and confidentiality of information entrusted to us by our clients. Learn more about our Stark and Marsh Privacy Policy.

Our privacy policies have been developed based on a model code for the protection of personal information based on “fair information practices”. Fair Information Practices include a set of policies and procedures designed to ensure the fair, lawful and ethical collection, use and disclosure of personal information, which respect the rights of the individual.

We adhere to the guidelines set by the Office of the Privacy Commissioner of Canada and comply with PIPEDA to ensure your personal data is handled responsibly.

Information Collection
Stark & Marsh collect only such information as is necessary to provide professional services to our clients. Professional services include personal and corporate tax engagements, assurance engagements, business planning, consulting and advisory services, business valuations and succession, retirement and estate planning services.

Consent and Use
Stark & Marsh will not collect, disclose or use personal information without your consent. When providing personal or business information for the purposes listed above the signed letter of engagement will give us consent to use the information for the purposes stated.

If we wish to use personal information that we have collected for a purpose other than for the purpose stated above, we will request your consent prior to any such use.

Disclosure
We will not disclose personal information to third parties unless we are obliged to do so by law or we receive your written or oral consent to do so.
With regard to information provided by you in order to prepare personal or business taxation or other regulatory filings, your consent will be evidenced by a signed letter of engagement.

Security, Retention and Access to Information
We have in place reasonable commercial standards of technological and operational security policies and procedures to protect all information provided by you from loss, misuse, alteration or destruction. You should be aware that no electronic transmission can be guaranteed to be completely secure. If necessary and upon written request to our Privacy Officer, you may review and update your personal information. We urge you to notify us promptly, in writing, of any changes to your personal information. All employees, contractors and partners of Stark & Marsh CPA LLP are responsible for the security and confidentiality of all personal and business information to which they have access.

SMS Communication
By opting into SMS communications from Stark & Marsh CPA LLP, you agree to receive periodic text messages related to services, updates, deadlines, and relevant financial information. Message frequency may vary based on your engagement with us. Message and data rates may apply depending on your mobile plan. You can opt out at any time by replying STOP to any message. For assistance, reply HELP or contact us at inquiry@starkmarsh.com. Your information will be handled in accordance with our Privacy Policy. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Responsible Use of Artificial Intelligence
We use artificial intelligence tools to support our internal operations and enhance the quality and efficiency of our services. These tools are used to assist our professionals, not to replace human judgment. All client-facing communication is subject to appropriate human review and oversight, and we are committed to safeguarding confidentiality, data security, and privacy when using AI-enabled technologies.

Contacting Us
If you have any questions or concerns regarding our policies and procedures regarding your privacy, please contact us at: inquiry@starkmarsh.com