Privacy Policy.

Last updated: June 24, 2026

This page is a template for VarStan's review and should be finalized with legal counsel.

Introduction

VarStan Bookkeeping Inc. ("VarStan," "we," "us," or "our") provides US bookkeeping, tax, and advisory services to businesses and individuals. We understand that the information you share with us is sensitive, and we are committed to protecting it. This Privacy Policy explains what information we collect, how we use it, how we safeguard it, and the choices available to you.

Information We Collect

We collect information that you provide to us in the course of engaging and receiving our services, including:

• Contact details — such as your name, business name, email address, phone number, and mailing address.
• Financial and tax documents — such as bank and credit card statements, invoices, receipts, payroll records, prior tax returns, and other records you provide so we can perform bookkeeping, tax preparation, and advisory work.
• Account and identity information — such as tax identification numbers and login or authorization details needed to connect the accounting tools used in your engagement.
• Communications — the contents of messages, forms, and correspondence you send to us.

How We Use It

We use the information we collect to:

• Provide, maintain, and improve our bookkeeping, tax, and advisory services;
• Prepare and file required filings, reports, and returns on your behalf;
• Communicate with you about your engagement, respond to inquiries, and provide support;
• Process billing and payments; and
• Comply with our legal, regulatory, and professional obligations.

We do not sell your personal or financial information.

Data Security

We treat the security of client data as a core professional responsibility. We apply encryption for data in transit and at rest, enforce access controls so that information is available only to authorized personnel on a need-to-know basis, and maintain administrative and technical safeguards consistent with the IRS's Publication 4557 guidance and the GLBA Safeguards Rule mindset for protecting client financial information. While no system can be guaranteed to be perfectly secure, we work diligently to protect your information against unauthorized access, use, or disclosure.

Third-Party Processors

To deliver our services, we rely on trusted service providers who process data on our behalf under appropriate confidentiality and security commitments. These include providers for document storage, accounting and bookkeeping software, payment processing, and electronic document signing (for example, providers such as Google Drive, QuickBooks, Stripe, SignWell, and Clerk). These providers are permitted to use your information only as necessary to perform services for us.

Data Retention

We retain your information for as long as it is needed to provide our services and to meet our legal, regulatory, professional, and recordkeeping obligations. When information is no longer required for these purposes, we take steps to securely delete or de-identify it.

Your Rights

Depending on your location, you may have the right to request access to, correction of, or deletion of certain personal information we hold about you, and to ask questions about how your information is handled. To exercise these rights, please contact us using the details below. We may need to verify your identity and may retain certain information where required by law or professional standards.

Contact

If you have any questions about this Privacy Policy or our handling of your information, please contact us:

VarStan Bookkeeping Inc.
609 Hunnewell St, Needham, MA 02494
Email: info@varstan.com
Phone: 347 221 7000