Privacy Policy v 1.0

Last Updated: May 14, 2026

Welcome to the website of Wexler CPA Firm dba "Wex CPA FIRM" (“Company,” “we,” “our,” or “us”). This Privacy Policy explains how we collect, use, disclose, and protect information obtained through our website and services.

By using this website, you agree to the terms outlined in this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

• Personal Information
- Name
- Email address
- Phone number
- Business name
- Information submitted through contact forms
- Documents or financial information voluntarily uploaded through secure portals

• Automatically Collected Information
- IP address
- Browser type
- Device information
- Pages visited
- Date and time of access
- Website usage analytics

2. How We Use Information

We may use collected information to:
- Respond to inquiries
- Provide accounting and advisory services
- Schedule consultations
- Improve website functionality and user experience
- Communicate updates or important notices
- Maintain security and prevent unauthorized access
- Comply with legal and regulatory obligations

3. Confidentiality of Financial Information

Wexler CPA Firm understands the importance of protecting sensitive financial and personal information. We implement reasonable administrative, technical, and physical safeguards designed to protect confidential client information from unauthorized access, disclosure, or misuse.

However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

4. Sharing of Information

We do not sell or rent personal information to third parties.

We may share information only in the following circumstances:
- With service providers assisting in website operations or business functions
- When required by law, regulation, subpoena, or legal process
- To protect the rights, property, or safety of Wexler CPA Firm, our clients, or others

5. Cookies & Analytics

Our website may use cookies and analytics tools to:
- Improve website performance
- Analyze visitor behavior
- Enhance user experience

You may disable cookies through your browser settings; however, certain website features may not function properly.

6. Third-Party Links

This website may contain links to third-party websites or services. Wexler CPA Firm is not responsible for the privacy practices or content of external websites.

7. Data Retention

We retain personal information only as long as necessary to:
- Fulfill the purposes outlined in this policy
- Comply with legal, regulatory, and professional obligations
- Resolve disputes and enforce agreements

8. Your Rights

Depending on your location and applicable laws, you may have rights regarding your personal information, including:
- Access to your information
- Request correction of inaccurate information
- Request deletion of information
- Opt out of certain communications

Requests may be submitted using the contact information below.

9. Website Security

We take commercially reasonable measures to protect website data; however, users should avoid submitting highly sensitive information through unsecured forms or email.

Where available, clients should use secure portals for confidential document transmission.

10. Children’s Privacy

This website is not intended for children under the age of 13, and we do not knowingly collect personal information from children.

11. Changes to This Privacy Policy

Wexler CPA Firm reserves the right to update or modify this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.

12. Contact Information

If you have questions regarding this Privacy Policy or your personal information, please contact:

Wexler CPA Firm
Attn: Elliott D. Wexler, C.P.A.

2 Timberline Lane
Oakland, NJ  07436

Phone: 201-838-9688
Email: WexCPAs@gmail.com

Disclaimer: 

Information provided on this website is for general informational purposes only and should not be considered accounting, tax, or legal advice. Please consult directly with a qualified professional regarding your specific situation.