PRIVACY POLICY
Effective Date: June 30th, 2025
Last Updated: June 30th, 2025
Green Goat Financial & Tax Services (“we,” “us,” or “our”) is committed to protecting your privacy and ensuring transparency about how we collect, use, and safeguard your personal information. This Privacy Policy outlines how we handle information collected through our website https://greengoatusa.com, any subdomain associated with our site, through email communication.
This Privacy Policy applies to all users of our services, including tax preparation, tax professional mentorship, financial and accounting consultations, and co-branded tax software.
1. Who We Are
Green Goat Financial & Tax Services is a virtual tax and financial services company. We operate exclusively online and communicate with clients via email at info@greengoatusa.com.
2. Information We Collect
We may collect the following types of personal information:
- Contact Information: Name, email address, phone number
- Tax & Financial Information: Social Security numbers (SSNs), income details, deductions, financial documents
- Device & Usage Information: IP address, browser type, pages visited on our site
- Mentorship & Coaching Info: Business goals, service history, educational progress
3. How We Collect Information
- Voluntarily: When you email us or submit forms on our website
- Through Our Website: Analytics and tracking tools that capture IP addresses and site usage
- From Documents: Shared with us during tax prep, accounting services, or mentorship
4. How We Use Your Information
We use the information we collect to:
- Provide tax preparation and financial services
- Deliver mentorship and coaching sessions
- Operate and improve our website
- Communicate with you about services, deadlines, or support
- Comply with applicable laws and regulatory requirements
5. How We Share Your Information
We do not sell or rent your information. We may share your data only with:
- Authorized tax professionals or staff working under confidentiality agreements
- Third-party service providers (e.g., co-branded software platforms) under strict privacy terms
- Government authorities or agencies when legally required (e.g., IRS)
6. Data Security
We implement industry-standard measures to protect your personal information, including secure email communication practices and encrypted data transfers where applicable.
However, no electronic transmission or storage is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.
7. Your Rights & Choices
You have the right to:
- Access the personal information we hold about you
- Request corrections or updates to your information
- Withdraw your consent to communication at any time
- Request deletion of your records (subject to legal obligations)
To exercise these rights, please email us at info@greengoatusa.com.
8. Cookies & Tracking Technologies
We may use cookies or analytics tools (e.g., Google Analytics) to improve site performance and monitor engagement. You can disable cookies via your browser settings.
9. Third-Party Links
Our website may contain links to external sites (e.g., IRS.gov). We are not responsible for the privacy practices or content of third-party websites.
10. Children’s Privacy
Our services are not intended for children under the age of 13. We do not knowingly collect personal information from minors.
11. Changes to This Privacy Policy
We may update this policy occasionally to reflect legal, regulatory, or service-related changes. When we do, we will post the revised version with a new effective date.
12. Mobile App Privacy (Green Goat Portal)
This Privacy Policy also applies to our mobile application, the Green Goat App, available on Google Play and Apple App Store.
When using the mobile app, we may collect and use the following additional information:
🔹 App-Specific Data We Collect
- Device Information: Device type, operating system, unique device identifiers
- Usage Data: Actions performed in-app, session duration, app crashes
- Uploaded Documents: Files uploaded via the app (e.g., tax forms, ID scans)
- Push Notifications: If enabled, we may send service-related updates or alerts
🔹 How We Use Mobile App Data
- To allow secure document uploads and communication with your tax professional
- To track service progress (e.g., tax return status)
- To enhance app performance and fix bugs
- To send reminders or service alerts (only if you’ve opted in to push notifications)
🔹 Access & Permissions
The app may request access to:
- Your camera (to scan/upload documents)
- Your photo library (to select documents)
- Your internet connection (to sync with our secure server)
You will be prompted to approve or deny these permissions on your device.
🔹 Third-Party SDKs & Services
Our app may use third-party tools (e.g., analytics, crash reporting) which may collect anonymous diagnostic or usage data. These providers are under strict data protection agreements.
🔹 App Store Data Sharing
We do not share user data with Apple or Google beyond what’s required for app installation and operation. No personal financial or tax data is shared with app stores.
13. Contact Us
For questions about this Privacy Policy, or to make a privacy-related request, contact us at:
