Privacy Policy

At Wagner, Kaplan, Duys & Wood, LLP, we respect and protect the privacy of our customers and those who use our website. This Privacy Policy explains how Wagner, Kaplan, Duys & Wood, LLP (“the Firm”) collects, uses, and protects personal and financial information obtained through its website, client portals, email, SMS, and in-person interactions.

Information Collection and Use

Wagner, Kaplan, Duys & Wood, LLP is the sole owners of the information collected on this site. We collect information that you voluntarily provide to us through contact forms, emails, SMS, or other direct communication. This includes information provided through email, client portals (such as CCH Axcess or SafeSend), telephone, in person, or any other secure method approved by the Firm.

This information may include your name, address, phone number, email address, and other details necessary to provide accounting, tax, or advisory services.

We use your information solely to respond to inquiries, deliver requested services, and maintain our business relationship with you. We do not sell, rent, or lease your information to any third party.

We will not share your information outside our Firm except as necessary to fulfill your requests (for example, to e-file tax returns, process payroll, or use secure third-party systems such as CCH Axcess, SafeSend, or Microsoft Azure) — and only with vendors that maintain appropriate data protection standards.

Use of Secure Portals and Tracking Features
When we deliver documents through secure platforms such as SafeSend or CCH Axcess, those systems may automatically collect limited technical information (such as date and time of access, IP address, and browser type) to confirm delivery, verify identity, and maintain an audit trail of client activity. This information is used solely for service-delivery and security purposes and is not shared or used for marketing.

Security of Your Information

We take appropriate administrative, technical, and physical safeguards to protect your personal and financial information. These measures include:

• Encryption of data in transit and at rest

• Multi-factor authentication (MFA) for all Firm systems

• Limited access to client data on a “need-to-know” basis

• Secure off-site and cloud-based backups

• Annual cybersecurity and privacy training for all staff

Our Firm follows the guidance of IRS Publication 4557 and the NIST Cybersecurity Framework to safeguard taxpayer and client information.

We maintain detailed access logs for documents delivered through secure systems to verify receipt and protect both the Firm and clients from unauthorized access or fraud.

Data Retention and Disposal

We retain personal and financial data only as long as necessary to deliver services or as required by law or professional standards.

• Paper records are shredded or otherwise destroyed when no longer needed.

• Electronic data is securely deleted or anonymized to prevent recovery or reconstruction.

Cookies and Tracking

Our website may use cookies to improve user experience and analyze website traffic. You may disable cookies in your browser settings. Doing so may affect certain website functions but will not limit your ability to contact or work with us.

Links to Other Websites

Our site may contain links to third-party websites. Wagner, Kaplan, Duys & Wood, LLP does not control and is not responsible for the content, security, or privacy practices of these sites. We encourage visitors to review each site’s privacy policy before providing personal information.

SMS Terms & Conditions

1. Consent to Receive Text Messages
   By providing your mobile phone number to Wagner, Kaplan, Duys & Wood, LLP, you are opting in to receive SMS messages (including promotions, reminders, or account updates). Message and data rates may apply.

2. Frequency
   The number of text messages you receive will vary based on your interactions and subscriptions, but typically will not exceed the frequency disclosed upon opt-in.

3. Opt-Out
   You may opt out of SMS communications at any time by replying “STOP” to any text message you receive. After texting “STOP,” you may receive one additional message confirming your opt-out request. For help or information, reply “HELP” or contact us directly.

4. Privacy and Security
   We do not share, sell, or rent phone numbers with third parties for their promotional use. All information you provide is treated in accordance with our Privacy Policy.

5. Disclaimer
   Delivery of SMS messages may be subject to effective transmission from your wireless service provider/network operator, and is outside of our control. Wireless carriers are not liable for delayed or undelivered messages.

Your Rights and Choices

You may request to review, correct, or delete your personal information, or withdraw consent to specific uses of your data, by contacting us directly. We will comply with such requests in accordance with applicable law.

Notification of Changes

If we decide to change our privacy policy, we will post those changes on https://wagnerkaplan.com/ so our users are always aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it.