Effective Date: January 1^st, 2025
Last Updated: August 25^th, 2025

 

Introduction

At Wrobel & Associates CPAs, we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information, including information collected through our SMS communications.

Information We Collect

We may collect the following personal information:

• Full name
• Email address
• Phone number
• Billing and payment details
• SMS interaction data (e.g., timestamps, delivery status)

How We Collect Information

We collect information through:

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

Use of Information

Your information may be used to:

• Provide accounting and financial services
• Send appointment reminders and tax updates
• Respond to inquiries and support requests
• Comply with legal obligations

 

SMS Communications

 

Opt-In Consent

By providing your mobile number and opting in via our Tax Preparation Forms, you consent to receive SMS messages from Wrobel & Associates CPAs. These may include:

• Appointment reminders
• Tax deadline alerts
• Tax updates

You will receive a confirmation message upon opting in. Message frequency may vary. Message and data rates may apply.

Opt-Out Instructions

You may opt out of SMS communications at any time by replying “STOP” to any message. You will receive a confirmation of your opt-out. After opting out, you will no longer receive SMS messages unless you opt in again.

For help, reply “HELP” or contact us at privacy@wrobelcpas.com

Data Sharing and Disclosure

Mobile opt-in information won't be shared with third parties for marketing purposes. We may share your data with trusted service providers (e.g., SMS gateway providers, CRM platforms) solely to deliver services on our behalf.

Data Security and Retention

We implement reasonable technical and organizational measures to protect your data. SMS-related data is retained only as long as necessary to fulfill the purposes outlined or to comply with legal obligations (typically up to 4 years per TCPA guidelines 4).

Your Rights

You have the right to:

• Access your personal data
• Request correction or deletion
• Withdraw consent at any time

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

Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be communicated via email or SMS. Continued use of our services indicates your acceptance of the revised policy.

SMS Terms and Conditions

Program Description

By opting in to receive SMS messages from Wrobel & Associates CPAs, you agree to receive text messages related to:

• Appointment reminders
• Tax deadline alerts
• Service updates
• Occasional promotional offers (if opted in)

Message frequency may vary. Message and data rates may apply.

Consent and Opt-In

By providing your mobile number and replying “YES” or submitting a form with your number, you give express written consent to receive SMS messages from Wrobel & Associates CPAs. Consent is not a condition of purchase.

You may opt in via:

• Tax Preparation Forms
• SMS keyword response
• In-person or phone registration

Opt-Out Instructions

You may opt out at any time by replying “STOP” to any message. You will receive a confirmation message and will no longer receive SMS communications unless you opt in again.

For help, reply “HELP” or contact us at contactus@wrobelcpas.com or 440-886-6200

Message Frequency

You may receive up to 5 messages per month. Frequency may vary depending on your engagement and service needs.

Costs

Standard message and data rates may apply from your carrier. Check with your mobile provider for details.

Privacy

Your information will be handled in accordance with our Privacy Policy. We do not sell or share your SMS data with third parties for marketing purposes. You can view our Privacy Policy by visiting wrobelcpas.com/privacyandada

Data Retention

We retain opt-in consent records for at least four years, in compliance with the TCPA and CTIA guidelines.

Prohibited Use

You agree not to use our SMS service for unlawful, abusive, or fraudulent purposes. Violations may result in termination of service.