Privacy Policy | Valley Financial Services LLC

Privacy Policy

Valley Financial Services LLC
Effective Date: December 26, 2025

1. Introduction

Valley Financial Services LLC (“we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, protect, and disclose information obtained through our services, website, communications, and SMS messaging.

We are located at 803 E Curtis Ave, Parma, Idaho 83660, and serve individuals and businesses with bookkeeping, tax preparation, payroll, and financial coaching services.

2. Information We Collect

Personal Information

  • Name
  • Mailing address
  • Email address
  • Phone number
  • Date of birth
  • Social Security Number or Tax Identification Number

Financial Information

  • Bank account and routing numbers
  • Income and expense data
  • Payroll records
  • Tax returns and tax documents
  • Business financial statements

Technical & Communication Information

  • IP address
  • Browser type
  • Website usage data
  • SMS consent and communication preferences

3. How We Use Your Information

  • Provide bookkeeping, tax preparation, payroll, and financial coaching services
  • Prepare and file tax returns and related documents
  • Process payroll and related filings
  • Send appointment reminders, service notifications, and account-related messages
  • Respond to inquiries and customer support requests
  • Comply with federal, state, and local laws and regulations
  • Improve our services and internal operations

4. SMS Messaging & A2P Compliance

By providing your mobile phone number and opting in, you consent to receive SMS messages from Valley Financial Services LLC. Message types may include appointment reminders, service updates, deadline notifications, and customer support communications.

Message frequency may vary. Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact us directly.

We do not share, sell, or rent mobile phone numbers or SMS consent information with third parties for marketing purposes.

5. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information.

We may share information only when necessary:

  • With trusted third-party service providers (such as payroll processors, tax software providers, CRM and communication platforms) who are contractually obligated to maintain confidentiality
  • When required by law, court order, subpoena, or regulatory authority
  • With your explicit written consent

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information, including secure file storage systems, restricted access to sensitive data, and encrypted digital communications when available.

While we take data security seriously, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

7. Retention of Information

We retain client records only as long as necessary to fulfill service obligations, comply with IRS, state, and professional recordkeeping requirements, and resolve disputes or enforce agreements.

8. Your Rights and Choices

  • Request access to your personal information
  • Request corrections to inaccurate information
  • Request deletion of information, subject to legal and regulatory requirements
  • Withdraw SMS consent at any time by replying STOP

9. Cookies and Website Tracking

Our website may use cookies or similar technologies to improve functionality and user experience. You may disable cookies through your browser settings.

10. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

11. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Updates will be posted on our website with a revised effective date.

12. Contact Information

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

Valley Financial Services LLC
803 E Curtis Ave
Parma, Idaho 83660
Email: [email protected]
Phone: (208) 992-4851