Privacy Policy

Virtually Essential – Client Privacy Policy
Effective Date: January 2026

Virtually Essential is committed to protecting the confidentiality and security of your personal and financial information. This notice explains how we collect, use, and safeguard your information in connection with the services we provide.

Information We Collect

We may collect non-public personal information including:

Name, address, phone number, and email
Social Security or ITIN numbers
Date of birth
Income and tax documents
Bank account information for direct deposit

How We Use Your Information

Your information is used solely to:

Prepare and file tax returns
Provide bookkeeping and business support services
Comply with federal and state requirements
Communicate regarding your account

Information Sharing

We do not sell your personal information. We may share your information only with:

Federal and state tax agencies
Authorized tax software providers
Financial institutions when refund or payment processing is requested

How We Protect Your Information

We use industry-standard safeguards including password protection, multi-factor authentication, encrypted storage, and secure systems to protect your data.

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