Privacy Policy

Effective Date: 12/24/2025
Last Updated: 12/24/2025

Wander CPA (“Wander CPA,” “we,” “us,” or “our”) values 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 communications, including SMS text messaging.

1. Information We Collect

We may collect the following categories of personal information:

A. Identifiers

  • Name

  • Email address

  • Telephone number

  • Mailing address

  • Business name

B. Client & Professional Information

  • Information voluntarily provided in connection with tax, accounting, advisory, and consulting services

  • Engagement-related communications and documentation

C. Communications Data

  • Emails, SMS messages, phone calls, and other communications with Wander CPA

D. Internet & Technical Data

  • IP address

  • Browser type and device information

  • Website usage activity

  • Cookies and similar technologies

E. Consent Records

  • Records reflecting opt-in or opt-out consent for email and SMS communications

2. How We Use Personal Information

We use personal information for the following business and professional purposes:

  • Providing accounting, tax, advisory, and related professional services

  • Responding to inquiries from prospects and clients

  • Scheduling, reminders, and service-related communications

  • Sending SMS messages where appropriate consent has been provided

  • Improving our website, internal operations, and service offerings

  • Complying with legal, regulatory, and professional obligations

3. SMS Text Messaging & Consent

By providing your mobile phone number and opting in, you consent to receive SMS text messages from Wander CPA. These messages may include appointment reminders, service updates, administrative notices, and informational communications.

  • Message frequency may vary

  • Message and data rates may apply

  • You may opt out at any time by replying STOP

  • You may reply HELP for assistance

SMS consent is not shared with third parties or affiliates.

4. How Personal Information Is Shared

Wander CPA does not sell or rent personal information.

We may share personal information only as necessary with:

  • Trusted service providers who assist in operating our business (e.g., cloud hosting, secure communications platforms, SMS providers, IT support)

  • Professional advisors such as legal or compliance consultants

  • Government agencies or regulators when required by law

All third parties are required to maintain appropriate confidentiality and security measures.

5. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction. Despite these efforts, no system can be guaranteed to be completely secure.

6. Data Retention

We retain personal information for as long as reasonably necessary to provide services, comply with legal and professional obligations, resolve disputes, and enforce agreements.

7. California Privacy Rights (CCPA / CPRA)

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to:

  • Know what personal information we collect, use, and disclose

  • Request access to personal information we maintain about you

  • Request correction of inaccurate personal information

  • Request deletion of personal information, subject to legal exceptions

  • Limit the use of sensitive personal information (where applicable)

  • Not be discriminated against for exercising your privacy rights

Exercising Your Rights

To submit a privacy request, please contact us using the information below. We may need to verify your identity before processing your request.

Wander CPA does not sell personal information and does not share personal information for cross-context behavioral advertising.

8. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance functionality and analyze website usage. You may adjust your browser settings to control or disable cookies.

9. Third-Party Websites

Our website may contain links to third-party websites. Wander CPA is not responsible for the privacy practices or content of those websites.

10. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

11. Contact Information

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

Wander CPA
Email: admin@wandercpa.com
Phone: 323-282-7451
Address: 1120 S. Robertson Blvd. Suite 300, Los Angeles, CA 90035