Privacy Notice

Who we are

Variety Strategic Solutions LLC d/b/a VSS Financial Group ("VSS Financial Group," "we," "us") provides tax preparation, bookkeeping, financial coaching, business support and notary services through in-office and online appointments.

This notice explains how we collect, use, protect and disclose the information our clients share with us.

Information we collect

We collect only the information needed to deliver the services you request. Depending on the service, that may include your name, mailing address, phone number, email address, Social Security or taxpayer identification number, income and expense records, banking details you provide for refunds or payments, business formation documents and prior-year returns.

We also collect basic contact details when you request an appointment or send us a message through this website.

How we use your information

We use client information to prepare and file returns, maintain books and records, respond to your questions, schedule appointments, process payments for our services and meet our professional, legal and recordkeeping obligations.

We do not sell client information, and we do not use it for advertising or marketing by other companies.

How we protect your information

We restrict access to client information to personnel who need it to serve you. We maintain physical, electronic and procedural safeguards, including secure storage of documents, protected devices and accounts, and secure disposal of records we no longer need to retain.

Please avoid sending sensitive documents or identification numbers by unsecured email or through the contact form on this website.

When we disclose information

We disclose client information only as permitted or required by law, or with your consent. That includes filing your returns with the IRS and applicable state agencies, and providing information to a third party you specifically authorize in writing, such as a lender, attorney or another accountant.

We may also disclose information in response to a subpoena, court order or lawful request from a governmental authority, and to service providers that support our operations under confidentiality obligations and only for the work they perform for us.

Retention

We retain client records for the periods required by professional standards and applicable tax and business recordkeeping rules, and then dispose of them securely.

Your choices

You may request a copy of the documents you have provided to us, ask us to correct inaccurate information in your file, or request that we stop contacting you for non-essential communications. Contact us using the phone numbers or email listed on this website.

Changes to this notice

We may update this notice as our services or legal obligations change. The revised notice will be posted on this page.