Effective date: September 11, 2026

Intro — Green Shade CPA (“Green Shade,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the information you share with us. This Privacy Policy explains what information we collect through our website at greenshadecpa.com (the “Site”) and in the course of providing our services, how we use it, and the choices you have. By using our Site, you agree to the practices described here.

Information we collect

Information you provide to us

We collect information you give us directly, such as when you fill out a contact form, request or schedule a consultation, communicate with us by email or phone, or upload documents to our client portal. This may include your name, business name, email address, phone number, mailing address, and any information contained in the messages, documents, or financial records you choose to share with us.

Information collected automatically

When you visit the Site, we and our analytics providers may automatically collect certain technical information, including your IP address, browser type, device information, pages viewed, referring website, and the dates and times of your visits. We collect this information using cookies and similar technologies.

How we use your information

We use the information we collect to:

Respond to your inquiries and provide the services you request
Schedule and conduct consultations and client engagements
Prepare, deliver, and support our accounting, tax, payroll, and advisory services
Communicate with you about your account, our services, and relevant updates
Operate, maintain, secure, and improve our Site
Comply with our legal, regulatory, and professional obligations

Cookies and analytics

Our Site uses cookies and analytics tools (such as Google Analytics) to understand how visitors use the Site and to improve its performance. Cookies are small files stored on your device. You can set your browser to refuse cookies or alert you when cookies are being sent; however, some parts of the Site may not function properly without them. For more on how Google uses data, see Google’s Privacy & Terms.

How we share your information

We do not sell, rent, or trade your personal information. We may share information only in the following limited circumstances:

Service providers: With trusted third parties that perform services on our behalf — such as our website host, document-portal provider, scheduling tools, email providers, and payment processors — who are permitted to use your information only to provide those services.
Legal and regulatory requirements: When required by law, subpoena, or other legal process, or to protect the rights, property, or safety of Green Shade, our clients, or others.
With your consent: When you direct us to share your information with a third party, such as a lender, attorney, or another advisor.
Business transfers: In connection with a merger, acquisition, or sale of assets, in which case we will take steps to protect your information.

Confidentiality of client financial and tax information

As a professional accounting firm, we are bound by strict confidentiality obligations that go beyond this Site. Nonpublic personal and financial information you provide in the course of an engagement — including tax return information — is protected under applicable law, including the Gramm-Leach-Bliley Act and Internal Revenue Code §7216, as well as the professional and ethical standards that govern CPAs. We do not disclose your tax return information to third parties without your consent, except as permitted or required by law. We maintain physical, electronic, and procedural safeguards to protect this information, and we restrict access to those who need it to serve you.

How we protect your information

We use reasonable administrative, technical, and physical safeguards designed to protect your information, including secure document exchange through our client portal rather than unencrypted email. No method of transmission over the internet or electronic storage is completely secure, however, and we cannot guarantee absolute security. Please avoid sending sensitive documents or financial information through standard email; use our secure client portal instead.

How long we keep your information

We retain your information for as long as needed to provide our services, maintain our business records, and comply with our legal, regulatory, and professional recordkeeping obligations. Retention periods for tax and financial records are often governed by law and professional standards and may extend for several years after an engagement ends.

Your choices and rights

You may:

Update or correct the information you’ve provided by contacting us
Opt out of marketing emails using the unsubscribe link (we may still send service-related messages)
Request information about, or deletion of, the personal information we hold, subject to our legal and professional recordkeeping obligations

Depending on where you live, you may have additional rights under applicable state privacy laws. To exercise any of these rights, contact us using the details below.

Third-party links

Our Site may contain links to third-party websites and tools. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children’s privacy

Our Site and services are intended for businesses and adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us and we will delete it.

Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Effective date” above. Your continued use of the Site after any changes indicates your acceptance of the updated policy.

Contact us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Green Shade CPA
1514 N Fant St, Anderson, SC 29621
Email: John@greenshadecpa.com
Phone: (864) 226-4100