Privacy Policy
Effective Date: February 13, 2025
Wicks Emmett, LLP (“we,” “us,” or “our”) is committed to protecting your privacy. As a Certified Public Accounting (CPA) firm, we provide accounting and tax services, business advisory services, and we partner with Avantax for financial services. This Privacy Policy describes how we collect, use, and protect your information when you visit our website, wicksemmett.com (the “Website”). By using the Website, you consent to the practices described in this policy.
1. Information We Collect
We may collect the following types of information:
- Personal Information: Name, email address, phone number, and any other details you provide when contacting us. If you have provided us with a mobile phone number, you may receive text messages from the Partner working with you. If you do not wish to be contacted in this way, reply STOP at any time and you will be unsubscribed from text messages. We will never share your customer data with third parties for marketing or promotional purposes.
- Financial and Tax Information: Data provided in connection with accounting and tax services.
- Usage Data: Information about your interaction with the Website, such as IP address, browser type, and pages visited.
- Cookies and Tracking Technologies: We use cookies and similar tracking technologies, including Google Analytics, to analyze website traffic and improve user experience.
2. How We Use Your Information
We use the collected information to:
- Respond to inquiries and provide accounting and tax services.
- Maintain compliance with legal and regulatory obligations.
- Improve our Website and user experience.
- Analyze usage trends and Website performance.
- Protect the confidentiality and security of client data.
3. Financial Services Through Avantax
Wicks Emmett, LLP partners with Avantax to provide financial services for our clients. If you engage with Avantax through our referral or partnership, your personal and financial data related to those services will be subject to Avantax’s privacy policy, not ours. We encourage you to review Avantax’s Privacy Policy by clicking here for details on how they manage your information.
Wicks Emmett, LLP does not control how Avantax collects, stores, or secures financial service data. If you have questions about your financial data privacy, please contact Avantax directly.
4. Use of Google Analytics and Cookies
We use Google Analytics to collect information about how visitors interact with our Website. Google Analytics uses cookies to gather data such as pages visited, time spent on pages, and user navigation patterns. This information helps us improve our Website and services. By using our Website, you consent to our use of Google Analytics.
Opt-Out Options:
- You can disable cookies through your browser settings.
- Google provides an opt-out tool: Google Analytics Opt-Out
- Some browsers offer settings to block tracking technologies.
5. Sharing Your Information
We do not sell or rent your personal information. We may share your data with:
- Service providers assisting with Website operations (e.g., hosting, analytics, secure document portals).
- Third-party providers that support accounting and tax services, such as tax preparation software and payroll processors, only to the extent necessary to provide services.
- Law enforcement or regulatory authorities if required by law or professional ethical obligations.
6. Data Security
We implement strict security measures, including encryption and secure access protocols, to protect your personal and financial information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
7. Client Rights & Data Retention
- Opt-Out: You may disable cookies through your browser settings.
- Access & Correction: You may request access to or correction of your personal information by contacting us.
- Data Retention: We retain client records in accordance with applicable laws and professional standards, including IRS and state regulations, and securely dispose of data when no longer required.
8. Third-Party Links
Our Website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies.
9. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.
10. Contact Us
If you have any questions about this Privacy Policy, please contact us at:
Wicks Emmett, LLP
358 NE Winchester Street
Roseburg, OR 97470
541-673-4423