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This Privacy Policy ("Policy") is designed to inform you about how GreenOak Accounting LLC ("the Firm," "we," "our," or "us") collects, uses, and safeguards your personal information. This Policy applies to our website and all related services provided by the Firm. By accessing or using our website and services, you consent to the practices described in this Policy.

1. Information We Collect

We may collect the following types of personal information from you:

1.1. Contact Information: We may collect your name, email address, postal address, and phone number when you provide this information voluntarily, such as when you contact us via our website or sign up for our services.

1.2. Financial Information: When you engage our accounting services, we may collect financial information, including but not limited to bank account details, tax information, and other financial data necessary for providing our services.

1.3. Health Information (HIPAA): If you are a client in need of healthcare accounting services and provide us with health-related information, we will adhere to the Health Insurance Portability and Accountability Act (HIPAA) requirements for the protection of your personal health information.

1.4. Usage Information: We may collect information about your interactions with our website, such as your IP address, browser type, and the pages you visit. This information helps us improve our website and services.

2. How We Use Your Information

We use your personal information for the following purposes:

2.1. Providing Services: We use your information to provide you with accounting and financial services as requested, including tax preparation, financial planning, and other related services.

2.2. Communication: We may use your contact information to communicate with you, respond to your inquiries, and provide updates about our services.

2.3. Compliance: If you are a client requiring healthcare accounting services, we will use your health information as required by HIPAA to maintain compliance and protect your sensitive data.

2.4. Website Analytics: We may use usage information to analyze and improve the performance of our website and enhance user experience.

3. Disclosure of Your Information

We do not sell, trade, or rent your personal information to third parties. However, we may share your information with the following:

3.1. Service Providers: We may share your information with third-party service providers who assist us in providing our services, maintaining our website, and conducting our business operations.

3.2. Legal Compliance: We may disclose your information when required by law, such as in response to a subpoena, court order, or other legal processes.

4. Security Measures

We take reasonable measures to safeguard your personal information from unauthorized access and disclosure. However, please be aware that no method of data transmission over the internet or electronic storage is completely secure. Therefore, we cannot guarantee the absolute security of your information.

5. Your Rights

You have certain rights regarding your personal information, including the right to access, correct, or delete your information. To exercise these rights or inquire about your information, please contact us using the information provided in the "Contact Us" section below.

6. Changes to this Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting an updated version on our website. Your continued use of our website and services after such updates constitutes your acceptance of the revised Privacy Policy.

7. Cookies

This website uses Cookies. Cookies are small files that a site or its service provider transfers to your computer's hard drive through your Web browser (if you allow) that enables the site's or service provider's systems to recognize your browser and capture and remember certain information. For instance, we use cookies to help us remember and process the items in your shopping cart. They are also used to help us understand your preferences based on previous or current site activity, which enables us to provide you with improved services. We also use cookies to help us compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.


We use cookies to:

      • Understand and save user's preferences for future visits.

      • Keep track of advertisements.


You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings. Since browser is a little different, look at your browser's Help Menu to learn the correct way to modify your cookies.


If you turn cookies off, Some of the features that make your site experience more efficient may not function properly. It won't affect the user's experience that make your site experience more efficient and may not function properly.


8. Third-party links


Occasionally, at our discretion, we may include or offer third-party products or services on our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.




The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.


We collect your email address in order to:

      • Send information, respond to inquiries, and/or other requests or questions

      • Market to our mailing list or continue to send emails to our clients after the original transaction has occurred.


To be in accordance with CANSPAM, we agree to the following:

      • Not use false or misleading subjects or email addresses.

      • Identify the message as an advertisement in some reasonable way.

      • Include the physical address of our business or site headquarters.

      • Monitor third-party email marketing services for compliance, if one is used.

      • Honor opt-out/unsubscribe requests quickly.

      • Allow users to unsubscribe by using the link at the bottom of each email.


If at any time you would like to unsubscribe from receiving future emails, you can email us at and we will promptly remove you from ALL correspondence.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or the handling of your personal information, please contact us at:

GreenOak Accounting LLC

8140 Ashton Ave, Suite 108

Manassas, VA 20109


Last Updated: 10/1/2023

By using our website and services, you acknowledge that you have read, understood, and agreed to this Privacy Policy. If you do not agree with any part of this Policy, please do not use our website or services.

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