Privacy Policy

Information you give us. If you complete a contact form or email us, we collect the information you submit — typically your name, email address, telephone number, the service you are interested in, and the content of your message.

Information collected automatically. Like most websites, our Site may automatically collect limited technical information such as your IP address, browser type, device type, referring page, and pages viewed. This may be collected through cookies or similar technologies, including any web analytics service we use.

Please do not submit sensitive information through the Site. Do not send Social Security numbers, taxpayer identification numbers, financial account numbers, or copies of tax documents through the contact form or by unencrypted email. If we need those items, we will provide a secure method for sending them.

• To respond to your inquiry and communicate with you about our services.
• To evaluate whether we are able to accept an engagement.
• To operate, maintain, secure, and improve the Site.
• To comply with legal, regulatory, and professional obligations.

We do not sell your personal information, and we do not rent or trade it to third parties for their own marketing.

If you become a client, information you provide in connection with the preparation of a tax return is "tax return information" and receives specific protection under federal law. Under Internal Revenue Code § 7216 and Treasury Regulation § 301.7216-3, we will not disclose or use your tax return information for any purpose other than preparing or assisting in preparing your return, except as permitted by those rules or with your prior written consent.

• Service providers. We may share information with vendors who perform services for us — for example website hosting, email, or software providers — who are required to protect the information and use it only to provide those services.
• Professional advisors. With your direction or consent, we may share information with your attorney, financial advisor, lender, or other advisors.
• Legal requirements. We may disclose information where required by law, subpoena, court order, or the rules of a regulatory or professional body, or to protect our rights.

We maintain administrative, technical, and physical safeguards designed to protect the information we hold. No method of transmission over the internet or method of electronic storage is completely secure, however, and we cannot guarantee absolute security. This is why we ask you not to send sensitive personal or financial information through the Site.

Our Site may use cookies and similar technologies to operate the Site and understand how visitors use it. Most browsers allow you to refuse or delete cookies. If you disable cookies, some parts of the Site may not function as intended.

The Site may link to third-party websites, including social media pages. We are not responsible for the privacy practices or content of those sites, and this Policy does not apply to them.

The Site is not directed to children under 13, and we do not knowingly collect personal information from them. If you believe a child has provided us information, please contact us and we will delete it.

You may ask us to stop sending you marketing communications at any time by replying to any message or contacting us using the details below. You may also ask what personal information we hold about you and request that we correct or delete it, subject to our legal and professional recordkeeping obligations.

We may update this Policy from time to time. The revised version will be posted on this page with a new effective date.

Phuong Green CPA PLLC · [BUSINESS ADDRESS] · 907-315-6236 · [email protected]