Privacy Policy

Effective Date: 10/01/2025

1. Introduction

WisePoint CPA PC, CPA Firm (“we,” “our,” or “us”) respects your privacy.
This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website (the “Site”) or communicate with us electronically.

By accessing or using this Site, you agree to this Privacy Policy.
If you do not agree, please discontinue use of the Site.

2. Information We Collect

We collect the following types of information:

a. Information You Provide Directly

• Name,      email address, phone number, and any details you include in contact or      intake forms.
   
• Documents      or data you upload through client portals (e.g., TaxDome) or scheduling      tools (e.g., Calendly).
   
• Payment      or billing information if you pay invoices online.
   

b. Automatically Collected Information

When you visit our Site, we may automatically receive:

• IP      address, browser type, operating system, device information.
   
• Pages      visited, time spent, and referring websites.
      This may be collected using cookies or analytics tools such as Google      Analytics.
   

3. How We Use Your Information

We use personal information to:

• Provide      accounting, tax, and advisory services.
   
• Respond      to inquiries or schedule consultations.
   
• Maintain      client records and comply with professional obligations.
   
• Improve      our Site and marketing communications.
   
• Comply      with applicable law, professional standards, and IRS/state regulatory      requirements.
   

We do not sell, rent, or lease your information to third parties.

4. Disclosure of Information

We may share information only as necessary:

• With      trusted service providers (hosting, email, CRM, scheduling, payment      processors) who are bound by confidentiality agreements.
   
• When      required by law, subpoena, or professional standards.
   
• To      protect our rights, clients, or the public from fraud or security threats.
   

5. Cookies and Tracking

Our Site may use cookies or similar technologies to enhance your experience and analyze traffic.
You can disable cookies in your browser, but some features may not function properly.

6. Data Security

We maintain administrative, technical, and physical safeguards to protect your personal data from unauthorized access, alteration, or disclosure.
Transmission of information via the internet, however, is never completely secure; use at your own risk.

7. Data Retention

We retain information only as long as necessary to fulfill our professional, legal, and regulatory obligations.

8. Your Rights (Residents of New Jersey and Other U.S. States)

You may request:

• Access      to personal information we hold about you.
   
• Correction      of inaccurate data.
   
• Deletion      of data where legally permitted.
      To exercise these rights, contact us using the details below.
   

9. Third-Party Links

Our Site may include links to external websites (e.g., IRS.gov, NJ Division of Taxation, TaxDome portal).
We are not responsible for the privacy practices of those websites.

10. Children’s Privacy

This Site is not intended for individuals under 13 years of age.
We do not knowingly collect personal information from children.

11. Updates to This Policy

We may update this Privacy Policy periodically.
Revisions will be posted on this page with an updated “Effective Date.”

12. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact:

WisePoint CPA PC, CPA Firm
350 W Passaic St, Rochelle Park NJ 07662
Phone: (281) 368-7013
Email: info@wisepointcpa.com