Privacy Policy
01/09/2024

 

At Green and Company PC (“we,” “us,” or “our”), we are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you visit our website or engage our CPA services. By using our services, you agree to the collection and use of information in accordance with this Privacy Policy.

 


1. Information We Collect

 

  1. Personal Information

    • Contact Details: Name, email address, mailing address, phone number, or similar data you provide when filling out our contact forms or scheduling consultations.
    • Service-Related Data: Information needed to deliver accounting, tax, or related CPA services, such as financial statements, tax documents, and any additional data you share for us to fulfill our professional obligations.
  2. Non-Personal Information

    • Usage Data: We may automatically collect information about how you access and use our website, including pages viewed, time spent on pages, and referring URLs.
    • Cookies & Tracking: We use cookies and similar tracking technologies to enhance user experience, analyze site traffic, and improve our services. You may adjust your browser settings to refuse cookies, but some site features may not function properly.

 

2. How We Use Your Information

 

  • Service Delivery: To provide accounting, tax, and advisory services, including preparing and filing necessary documents and communicating about your engagements.
  • Communication: To respond to inquiries, schedule appointments, and send updates about your account.
  • Improvement & Analytics: To analyze usage trends and improve our website functionality and user experience.
  • Compliance & Protection: To comply with legal requirements and to protect our rights, the rights of our clients, or others.

 

3. Sharing and Disclosure of Information

 

  • With Your Consent: We will share your information if you expressly authorize us to do so or when needed to perform services on your behalf.
  • Service Providers: We may engage third parties (e.g., IT support, secure document storage) who assist us with service delivery. These providers are contractually required to safeguard your data.
  • Legal Obligations: We may disclose personal information if required by law, subpoena, or when necessary to protect our rights or the rights of others.

 

4. Data Security

 

We implement commercially reasonable measures to protect the security and confidentiality of your personal information. However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use acceptable means to protect your data, we cannot guarantee its absolute security.


 

5. Data Retention

 

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy (or as required by law or professional obligations). When data is no longer needed, we will securely destroy or anonymize it.


 

6. Your Choices

 

  • Opt-Out: You may opt out of certain communications (e.g., marketing emails) by following the unsubscribe link in our messages or by contacting us directly.
  • Access & Update: If you need to update or correct personal information, please contact us using the information below.
  • Cookies: Most web browsers automatically accept cookies. You can modify your browser setting to decline cookies if you prefer.

 

7. Third-Party Links

 

Our website may contain links to external sites that we do not operate or control. This Privacy Policy does not apply to those third-party websites. We recommend reviewing the privacy policies of any linked sites you visit.


 

8. Children’s Privacy

 

Our services are not directed toward individuals under the age of 13. We do not knowingly collect personal information from children. If you become aware of any data we have collected from children under 13, please contact us so we can take appropriate steps to remove it.


 

9. International Users

 

If you are visiting our website from outside the United States, please note that your information may be transferred and processed in the United States, where data protection laws may differ from those in your jurisdiction.

 


11. Updates to This Policy

 

We may update this Privacy Policy from time to time. The date at the top indicates when it was last revised. Your continued use of our services after any changes to the policy indicates your acceptance of those changes.


 

12. Contact Us

 

If you have questions, concerns, or requests regarding this Privacy Policy, please contact us at:

Green and Company PC
9248 W Tillamook Drive
Boise, Idaho 83709
Phone: (208) 241-1275
Email: info@dlgreencpa.com