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Privacy Policy

Last Updated: 10/10/2025

At Green One, accessible from greenoneadvisors.com, we value and respect your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal and financial information in compliance with U.S. federal law and the Florida Information Protection Act (FIPA).

By using our website or services, you consent to the practices described in this policy.

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1. Information We Collect

We may collect the following types of information when you visit our website or engage our services:

  • Personal Information: your name, address, phone number, and email address.

  • Financial or Tax Information: data and documents necessary to provide accounting, tax, or advisory services.

  • Website Usage Information: your IP address, browser type, and activity on our website, collected automatically through cookies or analytics tools.

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2. How We Use Your Information

  • Your information is used strictly for business and professional purposes, including:

  • Providing accounting, bookkeeping, and tax services

  • Managing client relationships and communications

  • Maintaining legal and regulatory compliance

  • Processing payments and invoices

  • Improving our website and client experience

  • We do not sell or rent your personal data to third parties.

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3. Confidentiality and Professional Obligations

  • As a licensed accounting firm, we adhere to:

  • AICPA professional confidentiality standards

  • Internal Revenue Service (IRS) confidentiality requirements

  • Florida Information Protection Act (FIPA)

  • All client and financial information is treated as strictly confidential and accessed only by authorized personnel who need it to perform their duties.

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4. Data Protection and Security

  • We take reasonable administrative, physical, and technical measures to protect your information from unauthorized access, use, or disclosure.
    These safeguards include:

  • Encrypted storage and secure transmission of sensitive data

  • Restricted access to client files

  • Regular system monitoring and data backup

  • Under FIPA, if a data breach occurs that compromises your personal information, we will notify you and the Florida Attorney General as required by law.

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5. Cookies and Website Analytics

  • Our website may use cookies or similar technologies to improve site functionality and analyze visitor traffic.
    You can disable cookies in your browser settings, though some features may not function properly.

  • We may also use third-party analytics tools (like Google Analytics) that collect non-identifiable visitor data.

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6. Information Sharing

  • We may share limited information only when necessary to:

  • Comply with state, federal, or professional obligations

  • Work with trusted service providers who assist with website hosting, data storage, or communication services (all under confidentiality agreements)

  • Respond to lawful requests by public authorities

  • We never disclose client information for marketing or commercial purposes.

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7. Data Retention

  • We retain client information only as long as necessary to fulfill our services, comply with legal requirements, or meet professional recordkeeping obligations under IRS and AICPA standards.

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8. Your Rights Under U.S. and Florida Law

  • You have the right to:

  • Request access to the personal information we hold about you

  • Request corrections or updates to your information

  • Request deletion of certain data (subject to legal and recordkeeping obligations)

  • Withdraw consent to certain communications

  • To exercise any of these rights, please contact us at the address below.

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9. Policy Updates

  • We may update this Privacy Policy periodically to reflect legal, regulatory, or operational changes. The revised date at the top of this page will indicate the most recent update.

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10. Contact Us

  • If you have any questions about this Privacy Policy or how your information is handled, please contact us at:

📧 vsouza@greenoneadvisors.com
📞 (+1)-786-2532772
📍 6707 55th Street E, Ellenton, FL 34222

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Disclaimer

  • This Privacy Policy is provided for general informational purposes and compliance transparency. It does not constitute legal advice. For specific guidance, consult a privacy or compliance attorney.

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