PRIVACY POLICY

Effective Date: September 11, 2026

Ethan Charis Consulting (“Ethan Charis Consulting,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal and financial information entrusted to us by our clients and website visitors.This Privacy Policy explains how we collect, use, disclose, protect, and retain personal information when you use our website, engage our tax preparation or consulting services, submit an inquiry, or otherwise interact with us.By using our website or engaging our services, you acknowledge the practices described in this Privacy Policy.

1. Who We Are

Ethan Charis Consulting provides tax preparation, financial consulting, and related services to individuals, families, entrepreneurs, and businesses. For questions about this Privacy Policy or how your information is handled, please contact us using the contact information provided on our website.

2. Information We Collect

Depending on the services you request, we may collect personal and business information such as:Personal Information

  • Full name and contact information
  • Address and mailing address
  • Date of birth
  • Social Insurance Number (SIN), where required for tax preparation
  • Marital status and information about dependants
  • Employment and income information
  • Tax slips and other tax documents
  • Information relating to deductions, credits, investments, and expenses
  • Banking or payment information where necessary
  • Information contained in correspondence with you

Business Information

For business and self-employed clients, we may collect:

  • Business name and contact information
  • Business number
  • Revenue and expense information
  • Financial statements and bookkeeping information
  • Business-related tax documents
  • Information relating to employees or contractors where relevant to the services provided

Website and Technical Information

When you visit our website, certain technical information may be collected automatically, including:

  • IP address
  • Browser and device information
  • Pages visited
  • Date and time of visits
  • General website usage information

We may use cookies or similar technologies to improve website functionality and understand how visitors use our website.

3. How We Collect Information

We may collect information:

  • Directly from you
  • Through our client intake or tax preparation forms
  • Through email, telephone, or other communications
  • Through documents and information you provide for tax preparation
  • Through our website
  • From third parties when you authorize us to obtain information on your behalf
  • From government or regulatory authorities where permitted or required by law

We generally collect only the information reasonably necessary to provide the requested services.

4. How We Use Your Information

We may use personal information to:

  • Prepare and review tax returns
  • Provide tax preparation and consulting services
  • Communicate with you regarding your engagement
  • Obtain clarification or additional documentation required to complete your tax work
  • Submit tax returns and related information to the Canada Revenue Agency (CRA) or other government authorities when authorized or required
  • Process payments and maintain billing records
  • Maintain client records
  • Respond to questions and service requests
  • Improve our services and website
  • Meet professional, legal, accounting, regulatory, and record-keeping obligations
  • Prevent fraud, unauthorized access, or misuse of our services

We will not use your personal information for a purpose unrelated to the services provided without your consent, unless permitted or required by law.

5. Tax and CRA Information

Tax preparation may require highly sensitive information, including your SIN, income information, tax slips, banking information, and information relating to your family, dependants, investments, and expenses.We take reasonable measures to protect this information and use it only for legitimate purposes connected with the services we provide.Where you authorize Ethan Charis Consulting to communicate or interact with the CRA on your behalf, information may be exchanged with the CRA as necessary to provide the requested services.

6. Disclosure of Personal Information

We do not sell or rent your personal information.We may disclose personal information when reasonably necessary to:

  • Provide services you have requested
  • Submit tax returns or related documents to government authorities
  • Process payments
  • Use trusted service providers that assist us with our business operations
  • Comply with legal, regulatory, or professional obligations
  • Respond to lawful requests from government or regulatory authorities
  • Protect our rights, property, clients, or business
  • Obtain professional advice where necessary

Where third-party service providers are used, we take reasonable steps to ensure that personal information is handled appropriately and securely.

7. Consent

By providing personal information to Ethan Charis Consulting, you consent to its collection, use, and disclosure for the purposes identified in this Privacy Policy or otherwise communicated to you at the time information is collected.Where required, we will obtain additional consent before using your information for a new purpose.You may withdraw your consent to certain uses of your information by contacting us. However, withdrawing consent may prevent us from providing certain services where the information is necessary to complete the engagement or where we are required by law or professional obligations to retain or use the information.

8. Protection of Personal Information

We take reasonable administrative, technical, and physical safeguards to protect personal information against:

  • Loss or theft
  • Unauthorized access
  • Unauthorized disclosure
  • Unauthorized copying or use
  • Modification or destruction

Because no electronic transmission or storage system can be guaranteed to be completely secure, we cannot guarantee absolute security of information transmitted electronically.Clients should exercise caution when sending sensitive information by ordinary email and should use secure document-sharing or client-portal systems where provided.

9. Retention of Information

We retain personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected and to satisfy applicable legal, tax, accounting, regulatory, and professional record-keeping requirements.When information is no longer required, we will take reasonable steps to securely destroy, delete, or anonymize it.

10. Accessing and Correcting Your Information

You may request access to personal information we hold about you and may ask that inaccurate or incomplete information be corrected, subject to applicable legal requirements and exceptions.To make a request, please contact Ethan Charis Consulting.We may need to verify your identity before providing access to personal information.

11. Children and Dependants

Our services may involve tax information relating to children or dependants. Where such information is required for tax preparation, we collect and use it only for legitimate tax or related purposes and in accordance with applicable privacy requirements.Our website is not intended to independently collect personal information from children without appropriate authorization.

12. Third-Party Websites and Services

Our website may contain links to third-party websites, applications, or services.Once you leave our website, the privacy practices of the third party will apply. Ethan Charis Consulting is not responsible for the privacy practices, security, or content of third-party websites.We encourage you to review the privacy policies of any third-party service before providing personal information.

13. Marketing Communications

From time to time, we may send communications about our services, tax-related information, educational content, or business updates.Where required by applicable law, we will obtain consent before sending commercial electronic messages.You may unsubscribe from marketing communications at any time by following the unsubscribe instructions included in the communication or contacting us directly.

14. Privacy Complaints and Concerns 

If you have a question, concern, or complaint about how Ethan Charis Consulting has handled your personal information, please contact us first so that we can review and address the matter.If your concern cannot be resolved directly with us, you may have the right to contact the applicable privacy regulator.For matters governed by federal private-sector privacy legislation, this may include the Office of the Privacy Commissioner of Canada.

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our services, business practices, technology, or applicable privacy requirements.The updated version will be posted on our website with a revised effective date.

16. Contact Us 

If you have questions about this Privacy Policy, wish to request access to your personal information, or have a privacy concern, please contact:


Ethan Charis Consulting
Ontario, Canada

Email: etcharis.consulting@outlook.com
Website: ethancharis.com

Last Updated: September 11, 2026