VARITAS TAX & ADVISORY LLC
Privacy Policy (GLBA-Compliant)
Effective Date: January 1, 2026
Varitas Tax & Advisory (“we,” “us,” or “our”) is committed to protecting the confidentiality and security of your nonpublic personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website, secure client portal, and professional tax services, in compliance with applicable federal laws, including the Gramm-Leach-Bliley Act (“GLBA”), Internal Revenue Code §7216, and IRS professional standards.
1. Information We Collect
We collect nonpublic personal information necessary to provide tax preparation and related services, which may include:
Identifying information (name, address, email, phone number, Social Security number or ITIN)
Financial information (income, expenses, assets, liabilities)
Tax documents (W-2s, 1099s, K-1s, prior-year returns, foreign income records, if applicable)
Information submitted through secure portals, questionnaires, or communications
Limited technical information when visiting our website (IP address, browser type)
2. How We Use Your Information
Your information is used solely for legitimate business and legal purposes, including:
Preparing and filing federal, state, and local tax returns
Providing tax compliance services and, if separately engaged, limited advisory services
Communicating with you regarding your engagement
Meeting legal, regulatory, and professional requirements
Maintaining internal records and quality control
We do not sell, rent, or disclose your information for marketing purposes.
3. Disclosure of Information
We do not disclose your nonpublic personal information to third parties except as permitted or required by law, including:
With your explicit written consent
To the IRS or state taxing authorities as necessary to prepare or file returns
To authorized service providers (such as tax software, secure portals, and payment processors) who are contractually obligated to maintain confidentiality and data security
As required by law, court order, or regulatory authority
Disclosure of tax return information is governed by Internal Revenue Code §7216 and related Treasury Regulations.
4. Data Security and Safeguards
We maintain reasonable administrative, technical, and physical safeguards designed to protect your information, including:
Secure client portals and encrypted data transmission
Access controls limiting information to authorized individuals only
Strong password standards and multi-factor authentication where available
Secure storage, retention, and disposal practices
Despite these safeguards, no electronic system can be guaranteed to be completely secure. We regularly review and update our security practices to mitigate risk.
5. Record Retention
Client records are retained in accordance with IRS requirements, professional standards, and applicable law. Records are securely destroyed when no longer required to be retained.
6. Your Responsibilities
You are responsible for:
Providing accurate and complete information
Protecting your portal login credentials
Avoiding transmission of sensitive data through unsecured channels unless instructed otherwise
7. Confidentiality After Engagement Ends
We continue to protect the confidentiality of your information even after our professional relationship ends, in accordance with applicable law and professional standards.
8. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children except as necessary to prepare a parent or guardian’s tax return.
9. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted with an updated effective date.
10. Contact Information
If you have questions about this Privacy Policy or our data practices, please contact:
Varitas Tax & Advisory LLC
Email: info@varitastax.com
Phone: 719-280-7727
Website: www.varitastax.com