Privacy Policy

Wharton CPA PLLC focuses on implementing fair information practices that are designed to protect your privacy. 

Wharton CPA, PLLC (“we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients’ and website visitors’ information. As a Certified Public Accounting (CPA) firm, we adhere to the highest standards of professional ethics and legal obligations regarding client data, including the Gramm-Leach-Bliley Act (GLBA) and the AICPA Code of Professional Conduct.

This Privacy Policy (“Policy”) explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or communicate with us, including through telephone and SMS/text messaging services facilitated by third-party providers like Zoom.

Please read this Policy carefully. If you do not agree with the terms of this Policy, please do not access our website or use our services.

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax organizers, worksheets, and other documents, as well as through consultations and communications (e.g., your name, address, Social Security number, income, assets, and other financial data).

• Information about your transactions with us, our affiliates, or others.

• Information we receive from a consumer reporting agency.

• Information collected automatically when you visit our website, such as your IP address, browser type, and operating system.

• Information you provide to us to facilitate communication, such as your mobile phone number and email address.

We use the information we collect for the following purposes:

• To provide you with professional accounting, tax, and advisory services.

• To manage our client relationships and communicate with you about your engagement with our firm.

• To comply with federal, state, and local laws and regulations.

• To improve our website, services, and client experience.

• To send you important notices, appointment reminders, and other relevant information via email, telephone, or SMS/text message, in accordance with the policies outlined in Section 5.

Wharton CPA, PLLC does not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law and authorized by you.

Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

• Service Providers: We may share your information with third-party vendors, consultants, and other service providers who perform services on our behalf. For example, we use third-party platforms like Zoom for our telephone and SMS/text messaging communications. These service providers are contractually obligated to protect your information and are not permitted to use it for their own marketing purposes. As required for 10-Digit Long Code (10DLC) compliance for business text messaging, Wharton CPA, PLLC may share campaign registration details with mobile carriers.

• Legal Requirements: We may disclose your information if required to do so by law or in the good faith belief that such action is necessary to (i) comply with a legal obligation, (ii) protect and defend our rights or property, or (iii) act in urgent circumstances to protect the personal safety of users of our services or the public.

We do not sell or share our clients’ personal information, including mobile phone numbers, with third parties or affiliates for their marketing, lead generation, or cross-context behavioral advertising purposes.

Wharton CPA, PLLC may use telephone and SMS/text messaging, facilitated by services such as Zoom, to communicate with you for purposes such as appointment reminders, document requests, and service updates. By providing us with your mobile phone number, you provide your express written consent to receive telephone calls and text messages from us at that number.

• Consent: Your consent to receive these communications is voluntary and is not a condition of purchasing any goods or services. You represent that you are the owner or authorized user of the mobile device you use to sign up for this service. We will retain records of your consent for a minimum of four years, as may be required by our service providers and applicable law.

• Opt-Out: You can opt-out of receiving SMS/text messages from us at any time. To stop receiving messages, reply STOP to any message you receive from us. You may also withdraw your consent by contacting us directly. We will process your request promptly.

• Support: For help or information regarding our text messaging services, reply HELP to any message you receive from us.

• Costs and Frequency: Message and data rates may apply to any SMS/text messages you send or receive. Message frequency may vary depending on our engagement and your needs.

We maintain physical, electronic, and procedural safeguards that comply with federal regulations and professional standards to guard your nonpublic personal information. We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. Our employees are bound by strict confidentiality agreements and our professional code of conduct.

Wharton CPA, PLLC retains records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Our website may use cookies and similar tracking technologies to analyze trends, administer the site, track users’ movements around the site, and gather demographic information about our user base. You can control the use of cookies at the individual browser level.

Depending on your jurisdiction, you may have certain rights regarding your personal information, such as the right to access, correct, or delete your data. To exercise these rights, please contact us using the information provided below.

Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that a child under 13 has provided us with personal information, we will take steps to delete such information.

We may update this Privacy Policy from time to time. The updated version will be indicated by a revised “Effective Date” and will be effective as soon as it is accessible. We encourage you to review this Policy periodically to stay informed about how we are protecting your information.

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Wharton CPA, PLLC 6653 Main St. Bonners Ferry, ID 83805 208-255-1551 info@whartoncpa.com