Legal
Privacy and cookie policy for Valor Business & Tax Services.
01
Valor may receive information you choose to submit through the website, contact form, phone, email, scheduling tools, or other business communication methods. This can include your name, email, phone number, company name, industry, revenue range, and the context you provide about a tax, accounting, bookkeeping, or business advisory question.
02
The general website form is for initial fit and contact information only. Visitors should not submit Social Security numbers, tax returns, W-2s, 1099s, account numbers, passwords, bank information, payroll files, bookkeeping exports, or confidential financial records through the general inquiry form. If sensitive documents are needed, Valor will provide instructions for an appropriate secure process.
03
Valor may use submitted information to respond to inquiries, evaluate fit, schedule conversations, provide requested services, communicate about next steps, improve website performance, maintain business records, and protect the website from spam or abuse. Valor does not need more sensitive information than is necessary to begin a fit conversation.
04
The website may rely on trusted third-party providers for hosting, form handling, security, analytics, email, scheduling, client portals, or other business operations. These providers may process limited information needed to deliver their services. Examples may include website hosting through Vercel, form handling through Formspree, secure client document exchange through SmartVault, and analytics or marketing tools if enabled.
05
This website may use essential cookies or similar technologies needed for security, hosting, performance, spam prevention, form handling, and basic site functionality. If analytics, advertising pixels, or remarketing tools are enabled, they may collect technical information such as browser, device, page views, referral source, approximate location, and interaction data. Visitors can control cookies through browser settings, device settings, or any consent tool provided on the website if one is added.
06
Valor takes reasonable steps to protect information submitted through the website and related business systems, but no website, email system, form provider, or internet transmission can be guaranteed completely secure. Valor keeps inquiry and business records only as long as reasonably needed for business, legal, tax, security, or operational purposes.
07
Valor does not sell personal information submitted through the website. Information may be shared with service providers, professional advisors, legal authorities, or others when reasonably necessary to operate the business, comply with law, protect rights, prevent fraud or abuse, or provide services requested by a client or prospect.
08
Visitors may contact Valor to ask about website inquiry information they previously submitted. Certain records may need to be retained when required for business, legal, tax, security, or professional obligations.
Questions
No. The general contact form is for initial context only. Do not send tax returns, Social Security numbers, account numbers, payroll files, bookkeeping files, or other sensitive records through the general form.
The website may use essential cookies or similar technologies for security, hosting, spam prevention, form handling, and performance. Analytics or marketing tools may collect technical information if enabled.
Valor does not sell personal information submitted through the website. Information may be shared with service providers or advisors when reasonably needed to operate the business or respond to an inquiry.
