Who we are
This policy covers Valley Financial Advisors, LLC ("we," "us," "our"), a tax preparation, bookkeeping and federal audit consulting firm in Stephenson, Virginia. It applies to this website and to the information our clients share with us.
Information we collect
When you use a form on this website. Our contact form asks for your name, email, an optional phone number, the service you need, your message and how you'd like us to reach you. Our review form asks for your name, email, how you want your name shown, the service we provided, your review, and your signed consent to post it for the time you choose. Form submissions are processed by our website host, Netlify, and sent to our business email.
When you use the price finder. Your answers stay in your browser to show you a price. They are not sent to us.
When you call, text or email us. We receive whatever you choose to share, such as your name, number and message.
When you become a client. To prepare your return or keep your books, we collect information such as names, Social Security numbers, dates of birth, income and tax documents, bank details for direct deposit, and business records. You upload these through our secure client portal, not through this website.
Cookies and tracking. This website does not use advertising cookies, tracking pixels or analytics tools. Like any website host, Netlify may keep standard technical logs, such as IP addresses, to run and secure the site.
How we use your information
- To answer your questions and give you a quote
- To prepare and e-file your tax returns and provide the services you hire us for
- To post your review on our website, only if you gave permission on the review form
- To meet our legal and professional obligations
Your tax return information
Federal law (Internal Revenue Code section 7216) limits how tax preparers use and share tax return information. We do not use or disclose your tax return information for any purpose other than preparing your return unless you give us written consent or the law allows it.
We never sell your information
We do not sell, rent or trade personal information. We share it only:
- With service providers that help us run the business, such as our website host, secure client portal and professional tax software, which handle it only to provide their service to us
- With the IRS and state tax agencies when we file returns you have approved
- When the law requires it, such as a valid subpoena
- With your written consent
How we protect it
We follow a written information security plan, as the FTC Safeguards Rule requires of tax preparers. Client documents are exchanged through an encrypted portal, and access to client information is protected with strong passwords and multi-factor authentication.
Please don't send Social Security numbers, account numbers or tax documents through this website's forms, by email or by text. If we need documents, we'll send you a secure upload link.
How long we keep it
We keep client records for as long as federal and state law and professional rules require. For example, tax preparers must keep a copy of each return they prepare, or a list of clients, for at least three years. We keep website messages only as long as we need them to respond and follow up.
Your choices
- Ask what information we have about you
- Ask us to correct information that is wrong
- Ask us to delete website messages or remove a review you submitted, except where the law requires us to keep records
- Ask us not to contact you again
Clients also receive our privacy notice when they engage us, as required for financial service providers.
Children
This website is not meant for children under 13, and we do not knowingly collect information from them through it. Information about dependents is collected from their parents or guardians as part of a tax return.
Changes to this policy
If we change this policy, we'll update it here and change the effective date at the top.
Contact us
Questions or requests about your information: call (540) 412-7255 or email vfa@valleyfinancialadvisorsllc.com.