---
title: "Privacy Policy | EverStone CPA"
url: https://www.everstonecpa.com/privacy
description: "The EverStone CPA privacy policy: what personal information we collect, why, how long we keep it, how we protect it. Read your rights under PIPEDA."
type: service-or-info
updated: 2026-10-02
summary: "EverStone CPA collects only the personal information needed to deliver the work you asked for, does not sell it and does not share it for anyone else’s marketing. Client records are kept for the periods the CRA and professional standards require. Under PIPEDA you can ask what is held and ask for corrections."
faq_count: 4
publisher: EverStone CPA Inc., a Chartered Professional Accountant firm registered with CPA British Columbia and CPA Alberta
service_area: British Columbia, Alberta, Ontario and Manitoba
language: en-CA
contact: info@everstonecpa.com · https://www.everstonecpa.com/book-online
---

Legal

# Privacy Policy


Last updated: September 2026 . EverStone CPA respects your privacy. This policy explains what we collect and how we use and protect it, consistent with Canada’s **Personal Information Protection and Electronic Documents Act (PIPEDA)**.




## Who we are, and what this privacy policy covers

EverStone CPA is a Chartered Professional Accountant firm at Virtual CPA firm, BC. Contact: info@everstonecpa.com or (604) 832-1743.



## Information we collect

We only collect what we need to respond to you and provide accounting services: your name, email, phone, business details, and any documents you choose to share (for example, financial statements or tax slips). Our website contact and booking forms collect the details you enter.



## How we use it

To reply to enquiries, prepare quotes, deliver accounting and tax services, meet our professional and legal obligations (including CRA filing requirements), and — only with your consent — to send occasional updates. We do not sell your personal information.



## Third parties

We use trusted providers to run our business: **Calendly** for booking consultations, **FormSubmit** to deliver messages sent through our website forms, **Vercel** to host the site and measure aggregate page performance, and **Google Analytics 4** for usage measurement (see Cookies & analytics below). Payment for an Advice Call is taken by Stripe, through a secure link we send you after the call is arranged; we never see or store your card details. They process data only to provide their service to us. Your tax filings are transmitted to the Canada Revenue Agency as required to complete your work.



## Cookies & analytics

Our website uses cookies and similar technologies to understand how visitors use the site so we can improve it. This includes **Google Analytics 4**, which sets cookies to measure page views, referral sources and general usage (for example, which guides are read most). We use this information in aggregate to improve the site. It is not used to identify you personally, and we do not sell it. You can block or delete cookies in your browser settings, or opt out of Google Analytics with Google’s [opt-out browser add-on](https://tools.google.com/dlpage/gaoptout). Essential cookies needed for the site to function may remain.





## How we protect it

We use reasonable administrative, physical and technical safeguards, and limit access to those who need it. As CPAs we are also bound by the confidentiality standards of CPA British Columbia.



## Your rights

You may ask to see the personal information we hold about you, request corrections, or withdraw consent for optional communications at any time. Email info@everstonecpa.com and we will respond promptly.



## Retention

We keep records as long as needed to serve you and to meet CRA and professional requirements (generally at least six years for tax records), then dispose of them securely.



## Changes

We may update this policy; the current version is always posted here. Questions? [Contact us](https://www.everstonecpa.com/contact-us).





**Quick answer:** EverStone CPA collects only the personal information needed to deliver the work you asked for, does not sell it and does not share it for anyone else’s marketing. Client records are kept for the periods the CRA and professional standards require. Under PIPEDA you can ask what is held and ask for corrections.







## Ready for a CPA who makes it simple?


Send an enquiry — answered by email, anywhere in BC, Alberta, Ontario or Manitoba. You’ll get a clear, fixed quote by email.


[Get My Fixed Quote](https://www.everstonecpa.com/book-online)[Ask a Free Question](https://www.everstonecpa.com/quick-question)




★★★★★


“…He is very knowledgeable and has saved me tons in taxes by restructuring my group of companies — the best accountant I've worked with in the last 10 years, after switching from three different firms.”


Matt Hildebrandt · Google review 








## Common questions about this privacy policy




**Do you sell or share my personal information?**

No. EverStone CPA does not sell personal information and does not share it for anyone else’s marketing. Information is disclosed only where it is needed to deliver the work you asked for, where you have asked us to, or where the law requires it. [Ask us →](https://www.everstonecpa.com/quick-question)



**How long do you keep my records?**

Client records are kept for the periods the CRA and professional standards require, which for most business records is six years from the end of the tax year they relate to. Enquiries that never became engagements are kept for a much shorter period.



**Can I ask to see or delete what you hold?**

Yes. Under PIPEDA you can ask what personal information we hold about you and ask for corrections. Deletion is possible for anything we are not required to retain; records inside a statutory retention period cannot be deleted until that period ends.



**Does this site track me?**

The site uses analytics to count visits and see which pages are read. It does not build advertising profiles, and there is no third-party ad tracking. The section on cookies and analytics above sets out exactly what is set.

---
Source: https://www.everstonecpa.com/privacy
Prices: https://www.everstonecpa.com/pricing · Contact: info@everstonecpa.com · https://www.everstonecpa.com/book-online
