Legal
A clear explanation of what is collected, why it is collected, and how it is protected.
Greenleaf CPA collects only what this site needs: your name, email address, phone number, and the message you send through the consultation form, plus basic analytics such as the pages you visit. We do not ask for — and never want — tax documents, account numbers, or Social Security numbers through this website.
Information is used to respond to your request, arrange a consultation, and improve this website. We do not sell or rent personal information, and we only share it with the services we rely on to run this site securely.
Never send Social Security numbers, tax documents, account numbers, or bank statements through this site. Once an engagement begins, sensitive documents are shared through a secure portal — never through email or public forms.
For privacy questions, contact hello@greenleafcpa.com or write to 1120 NW 12th Avenue, Suite 220, Portland, Oregon. Please confirm the firm's privacy contact and applicable jurisdiction before launch.