Privacy Policy

At Wrobel & Associates, CPAs ("we," "our," or "us"), we are committed to protecting your privacy. This Privacy Policy explains what information we collect, how we use, disclose, and safeguard it, and the choices you have, whether you visit our website (wrobelcpas.com), work with us as a client, or receive our SMS communications.

By using this website, you agree to the practices described in this Privacy Policy.

Information We Collect

We may collect personal information that you voluntarily provide, including:

• Full name
• Email address
• Phone number
• Company name
• Billing and payment details
• Information submitted through our contact forms
• SMS interaction data (for example, timestamps and delivery status)
• Any additional information you choose to provide

Providing this information is entirely voluntary. We collect it through:

• Website forms and client portals
• SMS opt-in forms
• Phone calls and email communications
• In-person consultations

Like most websites, we also automatically collect certain technical information when you visit, including:

• IP address
• Browser type, device type, and operating system
• Pages visited, time spent on pages, and navigation paths
• Referring website
• General geographic region (based on IP)

This technical information does not generally identify you personally and is used to improve website performance and user experience. Our use of cookies is described in the Cookie Policy.

How We Use Your Information

Your information may be used to:

• Provide accounting and financial services
• Respond to inquiries and support requests, and contact you regarding your request
• Provide requested services or project proposals
• Send appointment reminders and tax updates
• Improve website performance and user experience
• Monitor website traffic and usage, and maintain security
• Comply with legal obligations

When you submit a form through this website, the information you provide is securely transmitted and is used and retained only to respond to your inquiry or provide the services you requested.

How We Share Information

We do not sell, rent, or trade your personal information, including information submitted through our contact forms. No mobile information or SMS opt-in data will be shared with third parties or affiliates for marketing or promotional purposes.

We may share your data with trusted service providers (for example, SMS gateway providers and CRM platforms) solely to deliver services on our behalf.

The details of our text message program, including how to opt in and out, are in our SMS Terms & Conditions.

Data Security and Retention

We use reasonable administrative, technical, and organizational safeguards (including SSL encryption) to help protect your information. While we strive to protect your personal data, no method of electronic transmission or storage is 100% secure.

SMS-related data is retained only as long as necessary to fulfill the purposes outlined here or to comply with legal obligations (typically up to four years, per TCPA guidelines).

Your Rights

Depending on your location, you may have rights regarding your personal information, including the ability to:

• Request access to the information we hold about you
• Request corrections or updates to your data
• Request deletion where applicable by law
• Withdraw consent for processing at any time

To exercise any of these rights, contact us at privacy@wrobelcpas.com.

Children's Privacy

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

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, and material changes may be communicated via email or SMS. Continued use of our website or services indicates your acceptance of the revised policy.

Contact Us

If you have any questions about this Privacy Policy, please contact us:

Wrobel & Associates, CPAs
30 Park Drive, Berea, OH 44017
Phone: (440) 886-6200
Email: ContactUs@WrobelCPAs.com
Privacy requests: privacy@wrobelcpas.com

You can also reach us through our contact form.