Last Updated: January 12, 2026
William B. Carpenter, CPA, LLC ("we," "us," or "our") operates https://www.wbc-cpa.com/ (the "Site"). This Privacy Policy describes how we collect, use, and protect your personal and financial information in accordance with professional standards and federal law.
1. Information We Collect
In the course of providing accounting, tax, and consulting services, we collect non-public personal information about you from the following sources:
- Information you provide directly: Through our website contact forms, tax organizers, or when you register for our client portal. This includes your name, address, Social Security Number, financial account numbers, income, and assets.
- Information from your transactions: Information about your transactions with us or others, such as payment history and tax documentation.
- Website Usage Data: We may collect technical information such as your IP address, browser type, and how you interact with our Site via cookies or analytics tools.
2. How We Use Your Information
We use the information we collect to:
- Prepare your personal or business tax returns.
- Provide accounting, bookkeeping, and financial consulting services.
- Communicate with you regarding your engagement and respond to inquiries.
- Improve our website functionality and user experience.
- Comply with legal and regulatory requirements (e.g., IRS regulations).
3. Disclosure of Information
We do not sell your personal information to third parties. We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted or required by law. Permitted disclosures include:
- Third-Party Service Providers: We may share information with third-party service providers (such as tax software vendors or secure cloud storage providers) who assist us in providing our services. These providers are bound by strict confidentiality agreements.
- Legal Requirements: We may disclose information if required to do so by a subpoena, court order, or IRS summons.
- Successor Entities: In the event of a merger or sale of the firm, client files may be transferred to the successor firm, subject to professional ethical guidelines.
4. Data Security and Retention
The security of your sensitive information is our highest priority.
- Physical and Procedural Safeguards: We maintain physical, electronic, and procedural safeguards that comply with federal regulations and AICPA professional standards to guard your non-public personal information.
- Secure Portal: We encourage the use of our encrypted client portal for the transmission of all sensitive tax and financial documents.
- Retention: We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines and law.
5. Cookies and Tracking
Our website may use "cookies" to enhance your experience. You can choose to set your web browser to refuse cookies, though some parts of the Site may not function properly as a result.
6. Your Rights and Choices
Depending on your residency, you may have rights regarding your data, including the right to request access to or deletion of your personal information. However, please note that as a CPA firm, we are often legally required to retain certain records for a minimum of seven years to comply with professional standards and IRS statutes.
7. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. We encourage you to periodically review this page to stay informed about how we are protecting your information.
8. Contact Us
If you have any questions about this Privacy Policy or our treatment of your information, please contact us at:
William B. Carpenter, CPA, LLC
bryant@wbc-cpa.com
