Effective Date: 1/20/2026
Oanh Doan Inc. (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, how it is shared, and the choices you have regarding your information.
1. Information We Collect and How We Use It
We collect information that you voluntarily provide through our website, service onboarding, consultations, or communications with us.
Categories of Information Collected
Identifying Information
- Name
- Phone number
- Email address
How we use it:
- Providing tax, accounting, insurance, and financial services
- Customer service and communication
- Appointment reminders and service notifications
- Marketing and informational communications (with consent)
- Analytics and business operations
- Verifying client information
Legal basis:
- Performance of a contract
- Consent
- Legitimate business interests
- Compliance with legal obligations
Financial Information
- Credit or debit card details
- Bank account information
- ACH/Wire details
How we use it:
- Billing and payment processing
- Enrollment in services
- Legal and regulatory compliance
Legal basis:
- Performance of a contract
- Compliance with legal obligations
Electronic and Website Activity
- IP address
- Browser activity, clicks, navigation, and interaction data
How we use it:
- Website analytics
- Improving website functionality and user experience
- Marketing and advertising insights
Legal basis:
- Consent
- Legitimate business interests
2. Information Sharing
We do not sell your personal information.
We may share your information only with trusted third-party service providers when necessary to deliver the services you request, including:
- Insurance carriers
- Tax compliance and filing providers
- Payment processors
These third parties are required to safeguard your information and use it only for their intended purpose, in accordance with their own privacy policies.
3. SMS Communications & Consent
Oanh Doan Inc. operates two separate SMS messaging programs:
- Insurance and Financial Services: (713) 769-8149
- Tax and Accounting Services: (281) 668-8823
SMS Consent
By providing your mobile phone number, you consent to receive SMS or MMS messages from Oanh Doan Inc. related to tax services, insurance services, appointment reminders, account notifications, and customer support. With your consent, we may also send promotional or informational messages related to our services.
Message frequency may vary. Message and data rates may apply.
Consent to receive SMS messages is not a condition of purchase.
Data Protection
We will not sell, rent, or share mobile phone numbers, SMS data, or opt-in information with unaffiliated third parties for their marketing or promotional purposes.
4. Direct Marketing and Opt-Out Options
We may use your information to send service-related communications or marketing messages.
You may opt out at any time by:
- Clicking “unsubscribe” in email communications
- Texting STOP to any SMS message you receive
- Texting HELP for assistance
- Contacting us using the information below
5. Exercising Your Privacy Rights
You may request access to, correction of, or deletion of your personal information by contacting us:
- Email: [email protected]
- Phone (Insurance & Financial Services): (713) 769-8149
- Phone (Tax & Accounting Services): (281) 668-8823
- Address: 10333 Harwin Dr, Ste 500, Houston, TX 77036
To opt out of SMS communications, text STOP to the number from which you received the message. This ensures removal from the correct program.
We respond to most requests within 30 days. Certain information may be retained as required by law or for legitimate business, security, or compliance purposes. SMS opt-in and opt-out records are retained as required to demonstrate compliance with applicable laws and carrier policies.
6. Cookies and Analytics
We use cookies and similar technologies to improve website performance and user experience.
We use Google Analytics to collect anonymized information about website usage and interactions.
You may opt out of Google Analytics by visiting:
7. Data Processing Location & Children’s Privacy
All data processing activities occur in Texas, United States, or other secure locations within the U.S.
Our services are intended for a general audience and are not directed to children under 18 years of age.
8. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us at:
Email: [email protected]