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Effective Date: September 19,2024
Last Updated: 12/10/2025

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Five Star Virtual Accounting (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy and handling your personal information with transparency and care. This Privacy Policy explains what information we collect, how we use it, how we safeguard it, and your rights as a visitor or client.

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By using our website, intake forms, or services, you agree to the terms of this Privacy Policy.

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1. Information We Collect

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We may collect the following types of information:

A. Information You Voluntarily Provide

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When you complete an intake form, schedule a consultation, submit documents, or communicate with us, we may collect:

• Full name

• Email address

• Phone number

• Mailing address

• Tax documents

• Financial statements

• Identification documents

• Business information (EIN, entity type, bookkeeping records)

• Any other information you choose to provide

 

B. Automatically Collected Information

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When you use our website, we may collect:

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• IP address

• Device type and browser

• Pages viewed

• Date/time of visits

• Referral source

This data is collected for analytics and website performance only.

 

2. How We Use Your Information

 

We use your information only for legitimate business purposes, including:

• Preparing and filing personal or business tax returns

• Providing bookkeeping, accounting, and advisory services

• Creating client accounts and communicating with you

• Sending confirmations, reminders, and updates about your services

• Processing payments and invoices

• Maintaining internal records

• Improving our website and service offerings

• Complying with federal, state, and IRS regulations

We do not sell, rent, or share your information for marketing purposes.

 

3. How We Protect Your Information

 

We take your confidentiality seriously.
We use administrative, technical, and physical safeguards to protect your information, including:

• Encrypted forms

• Secure document storage

• Password-protected systems

• Limited, need-to-know access

• Industry-standard data protection tools

However, no system is 100% secure. While we work hard to protect your data, we cannot guarantee absolute security.

 

4. Sharing Your Information

 

We only share your information when necessary, such as:

• With your authorization

• With tax authorities (IRS or state) when filing returns

• With vendors that help deliver our services (ex: payment processors or secure storage platforms)

• When required by law, subpoena, or government inquiry

• To prevent fraud or protect our legal rights

All vendors who receive your information are required to maintain confidentiality and security.

 

5. Document Uploads and Electronic Signatures

 

By submitting documents through our website, forms, email, or secure portal, you authorize us to store, review, and use them solely for the purpose of providing accounting, bookkeeping, or tax services.

Electronic signatures are legally binding and treated the same as physical signatures.

 

6. Your Rights

 

Depending on your state, you may have the right to:

• Access your information

• Request corrections

• Request deletion of your information (unless required for legal or IRS compliance)

• Opt out of communications

• Request copies of documents we filed on your behalf

To exercise these rights, email us at:
info@fivestarvirtualaccounting.com

 

7. Data Retention

 

We retain tax and financial records for the period required by law (typically 3–7 years) for audit protection and compliance.

After the mandatory retention period, documents may be securely deleted.

 

8. Cookies and Website Tracking

 

Our website may use cookies, analytics, or tracking tools to improve user experience.
You may disable cookies in your browser settings.

 

9. Children’s Privacy

 

Our website and services are not intended for individuals under age 18.
We do not knowingly collect information from minors.

10. Changes to This Privacy Policy

 

We may update this Privacy Policy from time to time.
Any updates will be posted with a revised “Last Updated” date.

Continued use of our website or services after changes means you accept the updated policy.

 

11. Contact Us

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If you have questions about this Privacy Policy or how your data is handled, please contact:

Five Star Virtual Accounting
Email: info@fivestarvirtualaccounting.com
Phone: 888-692-3111
Website: www.fivestarvirtualaccounting.com