Privacy Policy

Last updated: October 10, 2026GreyWood CPA PLLC

The short version

  • We collect what you send us through forms, plus basic usage data.
  • We use it to respond, deliver resources and run our firm.
  • We never sell your personal information.
  • Client information is protected by CPA confidentiality rules.
  • Don't send SSNs or bank details through web forms.
  • You can ask to see, correct or delete your information.

01Who we are

GreyWood CPA PLLC ("GreyWood," "we," "us") is a certified public accounting firm headquartered in Richmond, Virginia. This Privacy Policy explains how we collect, use and protect personal information when you visit greywoodcpa.com (the "Site"), contact us, or download our resources.

02Scope of this policy

This policy covers information collected through the Site and related communications, such as contact forms, resource downloads and emails.

Information you share with us as a client during an engagement is also governed by your engagement letter and by the professional confidentiality rules that apply to CPAs. Where those terms are stricter than this policy, they control.

03Information we collect

Information you give us

  • Contact details, such as your name, email address, phone number, organization and role.
  • The content of your messages, such as the services you're interested in and details about your organization.
  • Your email address when you request a guide, checklist or newsletter.
  • Your resume and related details if you apply for a job.

Information collected automatically

  • Technical data such as IP address, browser type, device type and operating system.
  • Usage data such as pages visited, links clicked, referring pages and time spent on the Site.
  • Information collected through cookies and similar technologies, described below.

04How we use information

We use personal information to:

  • Respond to inquiries and prepare proposals.
  • Send the resources you request and, if you sign up, occasional updates.
  • Provide, manage and bill for our services.
  • Review job applications.
  • Operate, secure and improve the Site.
  • Comply with legal, regulatory and professional obligations.

You can unsubscribe from marketing emails at any time using the link in the email or by contacting us.

05Client information and professional confidentiality

As a CPA firm, we are bound by professional standards, including the AICPA Code of Professional Conduct and the rules of the Virginia Board of Accountancy, that require us to keep client information confidential.

We do not use or disclose information you provide to us for tax return preparation except as permitted by Section 7216 of the Internal Revenue Code and its regulations, or with your written consent.

06How we share information

We do not sell your personal information. We share it only as described here:

  • Service providers that help us run the Site and our firm, such as website hosting, form processing, email, messaging, file sharing, accounting software and analytics. They may use the information only to provide services to us.
  • Legal and regulatory requirements, such as responding to a subpoena, court order or request from a regulator, or a peer review of our practice as required by professional standards.
  • Protection of rights, to enforce our terms or protect the rights, property or safety of GreyWood, our clients or others.
  • Business transfers, such as a merger or sale of the firm, subject to confidentiality obligations.
  • With your consent or at your direction.

07Cookies and analytics

The Site uses cookies and similar technologies to keep it working, remember your preferences and understand how visitors use it. We may use analytics services that collect usage information to help us improve the Site.

You can block or delete cookies in your browser settings. Some parts of the Site may not work properly if you do.

08How long we keep information

We keep personal information for as long as needed for the purposes described in this policy, including to meet legal, professional, tax and record-keeping requirements. Client records are kept for the periods required by professional standards and applicable law. When information is no longer needed, we delete or anonymize it.

09How we protect information

We use reasonable administrative, technical and physical safeguards to protect personal information, including access controls and secure file transfer for client documents. No method of transmission over the internet is completely secure, so please avoid sending sensitive information, such as Social Security numbers or bank account numbers, through the Site's contact forms or regular email. Ask us for a secure upload link instead.

10Your choices and rights

You may ask us to:

  • Tell you what personal information we hold about you.
  • Correct information that is inaccurate.
  • Delete your information, subject to legal and professional retention requirements.
  • Stop sending you marketing emails.

Depending on where you live, you may have additional rights under state privacy laws. To make a request, contact us using the details below. We may need to verify your identity before responding.

11Children's privacy

The Site is intended for businesses, organizations and adults. It is not directed to children under 13, and we do not knowingly collect personal information from them. If you believe a child has given us personal information, contact us and we will delete it.

12Where information is processed

We are based in the United States. Our service providers may process information in the United States and other countries. Where that happens, we take steps to ensure your information remains protected.

14Changes to this policy

We may update this policy from time to time. When we do, we'll change the "Last updated" date at the top of the page. Significant changes will be highlighted on the Site.

15Contact us

Questions or requests about this policy or your personal information:

MailGreyWood CPA PLLC
8401 Mayland Dr, Suite V
Richmond, VA
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