Terms of service

Terms of service

Last Updated: June 13, 2025

1. Introduction

Welcome to Michael Martin CPA Inc. ("I," "me," or "my firm"). By accessing or using my website, michaelmartincpa.ca, you agree to abide by these Terms of Service ("Terms"). If you do not agree, please discontinue use of my site.

2. Services Provided

My website offers information regarding:

  • Accounting, tax, and financial consulting services

  • General business insights and regulatory compliance guidance

  • Client portal access for secure document sharing

These services are informational only and do not establish a formal accountant-client relationship unless specified in a signed engagement letter.

3. User Responsibilities

By using this site, you agree to:

  • Provide accurate information when submitting inquiries or contact forms

  • Use my website lawfully and not engage in fraudulent activity

  • Not attempt unauthorized access to restricted areas or client portals

4. Privacy & Data Collection

I collect and process data according to my Privacy Policy, which includes:

  • Collection of personal and financial details for service inquiries

  • Use of third-party services (Google Analytics, Squarespace) for website analytics

  • Secure handling of client records via CaseWare, TaxCycle, QuickBooks Online, and Microsoft 365

I do not sell personal data, and all client records are stored securely in compliance with PIPEDA and CPA BC guidelines.

5. Third-Party Links & Content

My website may contain links to third-party services (e.g., Canada Revenue Agency, CPA BC). I am not responsible for the content or security of these external sites.

6. Limitation of Liability

I provide my website on an "as-is" basis, without warranties regarding:

  • Accuracy or completeness of financial guidance provided online

  • Availability or reliability of third-party tools integrated with my services

  • Any technical issues affecting website functionality

7. Intellectual Property

All content, branding, and trademarks on my website are owned by Michael Martin CPA Inc.. Unauthorized reproduction, distribution, or modification is strictly prohibited.

8. Compliance with CPA BC & CPA Canada

As a CPA in British Columbia, I adhere to the privacy standards set by CPA BC and CPA Canada, including:

  • FOIPPA Compliance (Freedom of Information and Protection of Privacy Act)

  • CPA Canada’s Code of Conduct, ensuring client confidentiality in all financial matters

  • CPA Practice Review Compliance, meaning client data may be reviewed as part of CPA BC’s practice inspection process

9. Data Security & Cybersecurity Measures

To protect client data, I implement:

  • Data security measures

  • Review of storage policies

  • Fraud prevention measures to safeguard financial records

10. Changes to Terms

I reserve the right to update or modify these Terms of Service at any time. Continued use of my website after updates signifies acceptance of the new terms.

11. Contact Information

For questions regarding these Terms of Service, please contact:

Michael Martin CPA Inc. michael@michaelmartincpa.ca