01 / General Statement
General Statement
Wu & Associates Tax Services LLC (“the Firm,” “we,” or “us”) is committed to maintaining the confidentiality, integrity, and security of personal information entrusted to us by visitors to our website, www.wu-cpa.com (“the Site”).
This Privacy Policy outlines our practices regarding the collection, use, and protection of information obtained through your access to and use of the Site.
02 / Scope of Policy
Scope of Policy
This Policy applies to information collected through the public-facing Site and the account and operational data needed to provide the Client Portal. It does not govern data collected during the provision of professional tax preparation or advisory services (“the Services”). Tax documents exchanged through the Portal are intended to be processed and stored in the Firm’s designated Google Workspace environment; the website still retains necessary account, authentication, configuration, and operational data. WhatsApp and WeChat are separate third-party communication channels.
03 / Information Collection
Information Collection
A. Voluntarily Provided Information
We may collect personal information that you voluntarily provide when you communicate with us via the Site (e.g., through “Contact Us” forms or scheduling tools). This may include:
- Name
- Email Address
- Telephone Number
- Nature of Inquiry
To protect your security, we expressly request that you do not submit sensitive personal financial information (such as Social Security Numbers, bank account details, or tax documents) through the Site’s public contact forms. Such information should only be transmitted through our established secure channels upon engagement.
B. Automatically Collected Information
The Firm may utilize standard technologies, such as cookies and web server logs, to collect technical data to improve Site functionality. This includes:
- IP address and browser characteristics.
- Operating system and device type.
- Usage data, such as pages viewed and duration of visit.
04 / Use of Information
Use of Information
Information collected through the Site is utilized solely for the following business purposes:
- Communication: To respond to inquiries and facilitate initial consultations.
- Site Optimization: To analyze traffic patterns and enhance the user experience for our specific demographics (e.g., US Expats and International Visa Holders).
- Security: To maintain the integrity of the Site and prevent fraudulent activity.
05 / Disclosure to Third Parties
Disclosure to Third Parties
The Firm does not sell, lease, or trade personal information collected on the Site to third parties for marketing purposes. We may share information only under the following limited circumstances:
- Service Providers: With trusted third-party vendors who assist in operating the Site (e.g., hosting services or scheduling platforms), provided they agree to keep this information confidential.
- Legal Compliance: When required by law, regulation, or legal process.
06 / Third-Party Links
Third-Party Links
The Site may contain links to external websites for your convenience (e.g., IRS.gov, google.com). The Firm is not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.
07 / Contact Information
Contact Information
If you have any questions regarding this Privacy Policy or our data practices, please contact us at: info@wu-cpa.com