Legal
Privacy Policy
How Valestral collects, uses, and protects information about clients, prospective clients, and visitors to this website.
Effective: January 1, 2026
Information we collect
We collect information you provide directly to us, including your name, email address, phone number, and details shared when you request a consultation through our booking calendar or by email. We also collect tax documents, financial records, identification, and other information you share while we work together. When you visit this website, we collect limited technical information such as your IP address, browser type, and pages viewed.
How we use information
We use your information to respond to you, schedule and hold consultations, provide the services you hire us for, meet our legal and professional duties as tax professionals, and keep our systems secure. We do not sell your personal information or share it for advertising.
Confidentiality
Valestral follows the strict privacy standards required of tax professionals. Only the people who need your information to provide services may access it. We do not share your information with anyone else unless the law requires it or you give us written permission.
Third-party platforms
We use carefully vetted third-party platforms, including secure document portals, e-signature providers, scheduling tools, and accounting software, to deliver our services. We use reputable, security-conscious platforms for scheduling, document sharing, and e-signatures. Information shared through these platforms is governed by both this policy and the provider's applicable terms.
Data security
We use administrative, technical, and physical safeguards to protect your information from improper access, changes, sharing, or destruction. These safeguards include encryption, multi-factor authentication on systems that hold client data, access logs, and limits on who can reach your information. No system is perfectly secure, but we follow strong security practices.
Data retention
We keep client records for the time required by law and professional standards, generally seven years after our work ends. We then securely destroy them unless the law requires us to keep them longer.
Your choices
You may request access to, correction of, or deletion of personal information we hold about you, subject to our legal and professional obligations to retain certain records. You may also unsubscribe from any non-essential communications at any time.
Children's privacy
Our services are directed to adults and businesses. We do not knowingly collect personal information from children under 13.
Changes to this policy
We may update this policy from time to time. Material changes will be reflected by updating the effective date below and, where appropriate, by direct notice to active clients.
Contact
Questions about this policy or about how we handle your information can be directed to admin@valestral.com.