This Privacy Policy:

• describes the type of personal information we collect, how we may use such information, and with whom we may share such information,
• describes measures we take to protect personal information, and
• tells you how you can:
  • access, or request us to change or delete, certain personal information we maintain about you,
  • withdraw consent you gave us previously,
  • ask us to stop sending you certain communications, and
  • request us to answer your questions about our privacy practices.

This Privacy Policy covers the following topics:

• Personal information we collect
• How we use the personal Information we collect
• Cookies
• No selling of personal information; sharing information
• Data retention
• How we protect your personal information
• Your options regarding your personal information
• How to contact us
• Updates to this Privacy Policy

• Identifiers such as a real name, company name, employer name, physical or postal address, unique personal identifier, online identifier, Internet Protocol address, email address, telephone or fax number, account name, signature, and personal characteristics such as gender, marital status, and physical characteristics or description
• Government-assigned identification numbers such as driver’s license numbers, social security numbers and other tax identification numbers
• Personal and business financial and tax information, including information regarding assets, income and sources of income, losses, expenditures and purchases, charitable donations, investments and investment accounts, retirement accounts, bank accounts, and other financial accounts
• Personal circumstances affecting tax filings or financial transactions and reporting, such as medical conditions, changes in marital status, educational activities and lifestyle choices
• Employee benefit plan participant information including information regarding participants (may include identifiers such as name, address, and social security numbers) and their benefits eligibility, benefits received, account balances and transaction history
• Payroll and compensation information relating to clients’ employees, owners, agents and vendors, such as identities, payment and withholding history, cash and non-cash incentive compensation, and related information
• In connection with accounting services we provide to educational institutions, we collect information about students, such as their identities, tuition account status, academic record, and student financial assistance
• In connection with accounting services we provide to charitable, tax-exempt and non-profit organizations, we collect information relating to donors, such as their identities, donation history, and tax status
• Legal information, including legal documents relating to wills, trusts, gifts, bequests, purchases, sales and other transfers, and information relating to legal rights, claims, actions, lawsuits, investigations and other proceedings, settlements, and awards
• Information about services obtained from Wright CPA’s, and history of services purchased, obtained or considered
• Employment history and other resumé information if you submit a resume, job inquiry, application, or academic transcript via our website
• Information that allows us to verify the identity of a person
• Information that allows us to perform services or perform the terms of a contract
• Information provided in response to surveys or marketing communications
• Language and communication preference(s)
• Signatures
• Names, addresses, telephone numbers and email addresses of persons to whom we are requested to provide information
• Internet activity information, such as browsing history, search history, information regarding interaction with our and others’ websites and advertisements; Wright CPA’s receives this information in anonymized form and cannot identify individuals with such information
• Information regarding your interaction with email communications sent by us or on our behalf
• Information that allows our website and applications on our website to function properly on your device
• Information you provide by submitting a form or document or by entering information on our website
• Information that you provide to us for the purpose of registering with us, accessing services available on our website, and/or subscribing to our blog, newsletter and/or email notifications
• Social media handles, content and other data posted on our official social media pages or elsewhere on the Internet (such as websites on which customer reviews may be posted, and other public locations), and information that we obtain through social media apps, tools, widgets and plug-ins
• Payment information (such as identification numbers, bank account information and invoicing address)

• Communicate with our clients
• Perform services for our clients and fulfill our contractual obligations
• Perform pre-engagement activities
• Respond to requests
• Communicate with tax authorities and other governmental agencies with which our clients are required to file returns, reports or other documents or in connection with an investigation or audit conducted by such tax authorities or governmental agencies
• Communicate with legal, financial, investment and other advisors to our clients
• Provide other services that our clients request
• Process and communicate with you about your claims, questions, comments and inquiries
• Communicate with and access the products and services of third parties who provide products or services to us or on our behalf
• Send information about our services or events, and related offers and promotions
• Provide and enhance customer and technical support
• Establish and manage your accounts (including online accounts) with us
• Enable you to access, receive, post on and interact with us via our blog and social media accounts or our website
• Send administrative information or notices
• Personalize the experience of those who use our website or view our advertisements on other websites
• Operate, assess and improve our business and business practices,
• Ensure the security and functionality of our facilities and our computer networks and systems;
• Perform invoicing, collecting, and other financial functions;
• Develop products and services;
• Evaluate our sales and marketing efforts and analyze marketing data;
• Improve our website and customer portal;
• Evaluate candidates for employment, process applications for employment, and communicate about job opportunities
• Identify and protect against fraud and other illegal activities
• Comply with applicable legal requirements, including reporting requirements, and our own policies, and monitor our compliance efforts
• Pursue, exercise and defend legal claims and rights

• describes the type of personal and device information that we collect via cookies on our website or in our email communications,
• refers you to our Cookie Policy (also accessible here), which provides details about the cookies used on our website, and
• describes how we use information collected via Cookies.

• allow our website and features on our website to function properly for you as the viewer,
• understand usage patterns on our website,
• identify our website users,
• customize your visits to our website,
• deliver advertising and other content tailored to your interests and suitable for your browser,
• develop contact information about potential or actual customers, and in some cases such information is linked to other data we collect for such purposes,
• manage and improve our business,
• measure the effectiveness of our marketing and communication efforts,
• manage and improve our website and address technical problems.

ENABLING/DISABLING AND DELETING COOKIES; ONLINE TRACKING

• You can use your internet browser to automatically or manually delete cookies. You can also specify that certain cookies may not be placed. Another option is to change the settings of your internet browser so that you receive a message each time a cookie is placed. For more information about these options, please refer to the instructions in the “Help” section of your browser. You should understand, however, that our website relies on cookies to function properly and that without cookies you may not be able to use all the features of our website.
• Our website is configured to respond to “do not track” signals from browsers.
• For information about how to opt out of advertising network interest-based advertising, please visit http://www.aboutads.info/choices/

• We share personal information in order to fulfill the purposes for which our clients have engaged our services (i.e., our contractual obligations to our clients). Such sharing includes:
  • When we file tax returns and other documents with tax authorities and other governmental and quasi-governmental agencies, personal identifiers such as real names, physical or postal addresses, telephone numbers, email addresses, government-issued identification numbers (driver’s license, social security, tax identification and similar numbers), and personal financial information including income, deductible expenses, donations, assets, bank, retirement and investment account numbers and similar information may be included in such filings. Such information may also be contained in documents that we prepare that are included in filings made in court or pursuant to other legal process by our clients’ counsel. Some such information may have been collected by us for or on behalf of our clients, and in such cases we may share some or all of that information with the client for or on behalf of which it was collected or that client’s counsel or other professional advisors.
  • At the direction of our clients, we may share personal identifiers and personal financial information with banks and other financial institutions or other parties to transactions in which our clients are a party or otherwise involved.
  • When we file for government health plan (Medicare, Medicaid and similar) claims reimbursements for our health care clients, personal identifiers, government-issued identification numbers, insurance plan member or account numbers, personal financial information and information regarding medical conditions and treatments may be included in such filings.
• We share personal information with third parties who perform services on our behalf based on our instructions. None of these third parties is authorized by us to disclose or use such personal information except as necessary to perform services on our behalf or comply with applicable professional standards, laws, regulations and other legal requirements. Sharing with such third parties may include the following:
  • To send documents and other materials by mail or other shipper, we share mailing and shipping information (real name, physical or postal address, telephone number, email address, information about contents being shipped, and similar information) with third parties such as national postal services and private courier and shipping companies.
  • To process client payments, we share credit card information (account holder name and address, account number, expiration date, security code) and banking information with third party credit card processors and banks.
  • For marketing purposes, we share personal information with third parties who perform advertising or mailing services on our behalf or to send surveys to our customers.
  • With respect to job applicants who submit resumes and inquiries via our website, we share applicants’ names, contact information and other information submitted to payroll services and employment screening services.
  • Third parties that perform technical support services for us may have access to personal information in connection with performing those services.
• We may also disclose personal information about you in order to comply with legal requirements or prevent harm. More specifically, we may disclose such information about you (A) if we are required to do so by law, regulation, court order, subpoena or other legal process, or to comply with professional standards, (B) to comply with requests from law enforcement authorities and other government agencies, or (C) if we believe it is necessary to prevent harm to the rights, property or safety, or protect other vital interests, of Wright CPA’s, our employees, users or the public, or in connection with an investigation of actual or suspected illegal activities, as permitted or required by applicable law.
• Subject to applicable law, we reserve the right to transfer information we have about you in connection with a sale or transfer of all or any part of our business or assets (for example, if Wright CPA’s were acquired or merged, or if it were reorganized, dissolved or liquidated).

• obtain a copy of certain personal information that we maintain about you,
• update and correct inaccuracies in that information,
• obtain information about the sources from which we collected that information and the purposes for which it was collected, and
• obtain information about personal information about you that we share with third parties and about third parties with whom we share it.
• request that the personal information we have about you be transmitted to you or another company,
• on legitimate grounds, object to any uses or disclosures of your personal information,
• where our processing of your personal information is done with your consent, withdraw your consent,
• request that your personal information be deleted, and
• request that we restrict the processing of your personal information.

• You may choose to stop receiving our marketing emails by clicking the “unsubscribe” link in our marketing emails, or by selecting the “Email Unsubscribe” link below, or by contacting us as described in the “How to Contact Us” section of this Privacy Policy.

• You may choose to stop receiving other marketing materials, surveys and our newsletters. You may also request that Wright CPA’s cease using your personal information for marketing purposes. You can do either of these things by contacting us as described in the “How to Contact Us” section of this Privacy Policy.
• If you are a New York resident, you have the right to ask us not to share your personal information with certain of our affiliates and other third parties for their marketing purposes. To do so, please contact us as described in the “How to Contact Us” section of this Privacy Policy. Please also see our New York Privacy Policy (accessible here) for more details.

• Your web browser may enable you to be notified when you receive certain kinds of cookies or to disable or restrict certain kinds of cookies. You should understand, however, that our website relies on cookies to function properly and that without cookies you may not be able to use all the features of our website. For more details on the cookies on our website, please see the “Cookies” section of this Privacy Policy as well as our Cookie Policy. Our Cookie Policy can be accessed here.
• Our website is configured to respond to “do not track” signals from browsers.
• For information about how to opt out of advertising network interest-based advertising, please visit http://www.aboutads.info/choices/

• denying goods or services to you,
• charging different prices or rates for goods or services, including through the use of discounts or other benefits or imposing penalties,
• providing a different level or quality of goods or services to you, or
• suggesting that you will receive a different price or rate for goods or services or a different level or quality of goods or services;