Privacy Policy

Last Updated: March 1, 2026

Wasserman Accounting, CPAs (“Wasserman Accounting,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of all personal and financial information entrusted to us. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit www.wassermanaccounting.com or engage our professional accounting, tax, bookkeeping, payroll, and related services.

By using our website or services, you hereby consent to the data practices described in this policy. If you do not agree with any part of this policy, please discontinue use of our website and services.

1. Information We Collect

1.1 Information You Provide Directly

We collect information that you voluntarily provide to us, including:

• Full name, address, telephone number, and email address
• Social Security Number (SSN) or Employer Identification Number (EIN)
• Financial data including income, expenses, assets, liabilities, and investment records
• Business records, payroll data, and corporate filings
• Prior-year tax returns and supporting documentation
• Cryptocurrency transaction records and digital asset information
• Trust, estate, and beneficiary information
• Bank account and payment information for processing fees
• Any other information you choose to provide in connection with our services

1.2 Information Collected Automatically

When you visit our website, certain information may be collected automatically, including:

• Internet Protocol (IP) address and browser type
• Pages visited, time spent on pages, and referring URLs
• Device type, operating system, and screen resolution
• Cookies, web beacons, and similar tracking technologies

2. How We Use Your Information

We use the information we collect for the following purposes:

• Preparing and filing federal, state, and local tax returns (individual, corporate, partnership, trust, and estate)
• Delivering bookkeeping, payroll, financial reporting, and accounting advisory services
• Providing tax planning, consultation, and strategic financial guidance
• Communicating with you regarding your account, engagements, and service updates
• Processing payments and managing client billing
• Complying with legal obligations, regulatory requirements, and professional standards
• Improving our website, services, and client experience
• Responding to inquiries, feedback, and support requests
• Sending informational newsletters or updates (with your consent, where required)
• Identifying and preventing fraud and unauthorized access

3. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

4. Confidentiality and Professional Obligations

As licensed CPAs and Enrolled Agents, Wasserman Accounting, CPAs is bound by stringent professional confidentiality standards imposed by the AICPA Code of Professional Conduct, IRS Circular 230, and applicable New Jersey state regulations. We treat all client financial data with the highest degree of discretion and professionalism.

Our confidentiality obligations survive the termination of any professional engagement. Former client information is retained and protected in accordance with applicable legal and professional record-retention requirements.

5. Data Security

We employ administrative, technical, and physical security measures to protect your personal and financial information against unauthorized access, disclosure, alteration, or destruction. These measures include:

• Encrypted file storage and secure client portals for document exchange
• Password-protected systems and multi-factor authentication
• Regular security assessments and staff training
• Restricted access to client data on a need-to-know basis
• Secure disposal of physical documents containing sensitive information

While we take every reasonable precaution to protect your information, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security and encourage clients to use strong passwords and secure internet connections.

6. Data Retention

We retain client records for a minimum of seven (7) years following the completion of a professional engagement, or as required by applicable federal, state, and professional regulations. Records may be retained for longer periods where required by law, ongoing litigation, or our professional judgment. Upon expiration of the applicable retention period, records are securely destroyed.

7. Log Files

Wasserman Accounting, CPAs follows standard industry practice of using log files on our website. These files log visitors when they access our site as part of our hosting provider's analytics. Information collected by log files includes IP addresses, browser type, Internet Service Provider (ISP), date and time stamps, referring and exit pages, and number of visits. This data is not linked to any personally identifiable information. It is used solely for analyzing website trends, administering the site, tracking navigation patterns, and gathering aggregate demographic information.

8. Cookies, Web Beacons, and Advertising

8.1 Cookies and Web Beacons

Like most websites, Wasserman Accounting, CPAs uses cookies to store information about visitors' preferences and the pages accessed on our site. This information is used to optimize user experience by customizing web page content based on visitors' browser type and other information. You may configure your browser to refuse cookies; however, doing so may affect certain features of our website.

8.2 Google DoubleClick DART Cookie

Google, as a third-party vendor on our site, may use DART cookies to serve ads to visitors based upon their visit to www.wassermanaccounting.com and other sites on the internet. Visitors may decline the use of DART cookies by visiting the Google Ad and Content Network Privacy Policy at https://policies.google.com/technologies/ads

8.3 Third-Party Advertising Partners

Some advertisers on our site may use cookies and web beacons. Third-party ad servers use technologies such as cookies, JavaScript, or web beacons in their advertisements, which are sent directly to your browser. They automatically receive your IP address when this occurs. These technologies are used to measure advertising effectiveness and/or personalize the ads you see.

Wasserman Accounting, CPAs has no access to or control over cookies used by third-party advertisers. We advise you to consult the respective privacy policies of third-party ad servers for more information.

Our advertising partner: Google — https://policies.google.com/technologies/ads

9. Your Rights and Choices

9.1 General Rights

Subject to applicable law, you have the right to:

• Access and review the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your information, subject to legal and professional retention obligations
• Opt out of receiving marketing or informational communications from us
• File a complaint with a supervisory authority if you believe your rights have been violated

To exercise any of these rights, please contact us in writing using the contact information provided at the end of this policy. We will respond to all requests within thirty (30) days.

9.2 CCPA Privacy Rights (California Residents)

Under the California Consumer Privacy Act (CCPA), California consumers have the right to:

• Request that we disclose the categories and specific pieces of personal data we have collected about you
• Request that we delete any personal data about you that we have collected, subject to certain exceptions
• Request that we do not sell your personal data. Please note: Wasserman Accounting, CPAs does not sell personal data
• Non-discrimination — we will not discriminate against you for exercising any of your CCPA rights

To exercise your CCPA rights, please contact us using the information at the end of this policy. We will respond within thirty (30) days.

9.3 GDPR Data Protection Rights (EU/UK Residents)

If you are located in the European Union or United Kingdom, you are entitled to the following rights under the General Data Protection Regulation (GDPR):

• The right to access — You may request copies of your personal data. A small administrative fee may apply.
• The right to rectification — You may request correction of inaccurate information or completion of incomplete information.
• The right to erasure — You may request that we erase your personal data, under certain conditions.
• The right to restrict processing — You may request that we restrict the processing of your personal data, under certain conditions.
• The right to object to processing — You may object to our processing of your personal data, under certain conditions.
• The right to data portability — You may request that we transfer your data to another organization or directly to you, under certain conditions.

To exercise any GDPR rights, please contact us. We will respond to all verified requests within thirty (30) days.

10. Third-Party Links

Our website may contain links to third-party websites for your convenience and informational purposes. Wasserman Accounting, CPAs does not control these external sites and is not responsible for their privacy practices or content. We encourage you to review the privacy policies of any third-party sites you visit.

11. Children's Privacy

Our website and services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13. We encourage parents and guardians to monitor and guide their children's online activities. If you believe we have inadvertently collected information from a child under 13, please contact us immediately and we will take prompt steps to remove such information from our records.

12. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time to reflect changes in our practices, legal obligations, or applicable regulations. When we make material changes, we will revise the “Last Updated” date at the top of this policy. We encourage you to review this policy periodically. Your continued use of our website or services following any changes constitutes your acceptance of the revised policy. Changes are effective immediately upon posting.

13. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact us: