Privacy Policy
Oakridge Tax & Advisory LLP
Effective Date: January 1, 2026 | Last Updated: January 1, 2026
Oakridge Tax & Advisory LLP
Effective Date: January 1, 2026 | Last Updated: January 1, 2026
1.
Introduction
Oakridge Tax & Advisory LLP (“we,” “us,” or “our”) respects your privacy and is committed to protecting personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information obtained through our website, professional services, and other interactions. This policy is intended to comply with the California Online Privacy Protection Act (“CalOPPA”) and reflects best practices under the California Consumer Privacy Act (“CCPA”) and California Privacy Rights Act (“CPRA”).
1.
Introduction
Oakridge Tax & Advisory LLP (“we,” “us,” or “our”) respects your privacy and is committed to protecting personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information obtained through our website, professional services, and other interactions. This policy is intended to comply with the California Online Privacy Protection Act (“CalOPPA”) and reflects best practices under the California Consumer Privacy Act (“CCPA”) and California Privacy Rights Act (“CPRA”).
1.
Introduction
Oakridge Tax & Advisory LLP (“we,” “us,” or “our”) respects your privacy and is committed to protecting personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information obtained through our website, professional services, and other interactions. This policy is intended to comply with the California Online Privacy Protection Act (“CalOPPA”) and reflects best practices under the California Consumer Privacy Act (“CCPA”) and California Privacy Rights Act (“CPRA”).
2.
Information We Collect
We may collect the following categories of personal information:
Identifiers: name, address, email address, phone number.
Financial and Tax Information: tax returns, accounting records, payroll data, bank and brokerage account information.
Government Identifiers: Social Security numbers, taxpayer identification numbers, driver’s license numbers.
Internet Activity: IP address, browser type, device information, cookies, and analytics data.
Other Information: information you voluntarily provide through forms, emails, or other communications.
2.
Information We Collect
We may collect the following categories of personal information:
Identifiers: name, address, email address, phone number.
Financial and Tax Information: tax returns, accounting records, payroll data, bank and brokerage account information.
Government Identifiers: Social Security numbers, taxpayer identification numbers, driver’s license numbers.
Internet Activity: IP address, browser type, device information, cookies, and analytics data.
Other Information: information you voluntarily provide through forms, emails, or other communications.
2.
Information We Collect
We may collect the following categories of personal information:
Identifiers: name, address, email address, phone number.
Financial and Tax Information: tax returns, accounting records, payroll data, bank and brokerage account information.
Government Identifiers: Social Security numbers, taxpayer identification numbers, driver’s license numbers.
Internet Activity: IP address, browser type, device information, cookies, and analytics data.
Other Information: information you voluntarily provide through forms, emails, or other communications.
3.
How We Use Personal Information
We use personal information to:
Provide accounting, tax, advisory, and related professional services.
Communicate with clients and prospective clients.
Comply with legal, regulatory, and professional obligations.
Maintain internal records and improve services.
Protect against fraud, unauthorized access, and security risks.
3.
How We Use Personal Information
We use personal information to:
Provide accounting, tax, advisory, and related professional services.
Communicate with clients and prospective clients.
Comply with legal, regulatory, and professional obligations.
Maintain internal records and improve services.
Protect against fraud, unauthorized access, and security risks.
3.
How We Use Personal Information
We use personal information to:
Provide accounting, tax, advisory, and related professional services.
Communicate with clients and prospective clients.
Comply with legal, regulatory, and professional obligations.
Maintain internal records and improve services.
Protect against fraud, unauthorized access, and security risks.
4.
Disclosure of Information
We may disclose personal information to:
Service providers who assist in operations and technology.
Government or regulatory authorities when legally required.
Professional advisors assisting in service delivery.
Successors in connection with a merger, acquisition, or restructuring.
We do not sell or share personal information for advertising or marketing purposes.
4.
Disclosure of Information
We may disclose personal information to:
Service providers who assist in operations and technology.
Government or regulatory authorities when legally required.
Professional advisors assisting in service delivery.
Successors in connection with a merger, acquisition, or restructuring.
We do not sell or share personal information for advertising or marketing purposes.
4.
Disclosure of Information
We may disclose personal information to:
Service providers who assist in operations and technology.
Government or regulatory authorities when legally required.
Professional advisors assisting in service delivery.
Successors in connection with a merger, acquisition, or restructuring.
We do not sell or share personal information for advertising or marketing purposes.
5.
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to enhance functionality and analyze usage. You may control cookies through your browser settings.
5.
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to enhance functionality and analyze usage. You may control cookies through your browser settings.
5.
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to enhance functionality and analyze usage. You may control cookies through your browser settings.
6.
Data Security and Retention
We maintain reasonable administrative, technical, and physical safeguards to protect personal information. Information is retained only as long as necessary to fulfill business, legal, or regulatory purposes.
6.
Data Security and Retention
We maintain reasonable administrative, technical, and physical safeguards to protect personal information. Information is retained only as long as necessary to fulfill business, legal, or regulatory purposes.
6.
Data Security and Retention
We maintain reasonable administrative, technical, and physical safeguards to protect personal information. Information is retained only as long as necessary to fulfill business, legal, or regulatory purposes.
7.
California Privacy Rights
California residents may have rights to request access to or deletion of personal information, subject to legal exceptions. Oakridge Tax & Advisory LLP does not sell personal information.
7.
California Privacy Rights
California residents may have rights to request access to or deletion of personal information, subject to legal exceptions. Oakridge Tax & Advisory LLP does not sell personal information.
7.
California Privacy Rights
California residents may have rights to request access to or deletion of personal information, subject to legal exceptions. Oakridge Tax & Advisory LLP does not sell personal information.
8.
Children’s Privacy
Our services are not directed to children under 13, and we do not knowingly collect information from children.
8.
Children’s Privacy
Our services are not directed to children under 13, and we do not knowingly collect information from children.
8.
Children’s Privacy
Our services are not directed to children under 13, and we do not knowingly collect information from children.
9.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Updates will be posted on our website with a revised effective date.
9.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Updates will be posted on our website with a revised effective date.
9.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Updates will be posted on our website with a revised effective date.
10.
Contact Information
Contact Information
Oakridge Tax & Advisory LLP
9194 West Olympic Blvd, #163, Beverly Hills, CA 90212
Email info@oakridgellp.com
Phone 310-691-5284
Questions regarding these Terms may be directed to:
Oakridge Tax & Advisory LLP
9194 West Olympic Blvd, #163, Beverly Hills, CA 90212
Email info@oakridgellp.com
Phone 310-691-5284
Head Quarter Office
Phone Number
Head Quarter Office
Phone Number
© 2026 Oakridge Tax & Advisory LLP
© 2026 Oakridge Tax & Advisory LLP