Updated October 1, 2025

These notices and disclosures are an explanation of certain policies Wipfli employs in the operation of our business. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Website Policies

Wipfli believes in protecting your privacy.

As such, if you choose to register or submit PII or other information to us via this website or otherwise in connection with your interactions with us, you agree to the use of such information in accordance with our Privacy Statement. For more information about our privacy practices, including details on what information we collect, how we use that information, and to whom we disclose that information, you can view our Privacy Statement.

Access

Wipfli does not require website visitors to register to gain access to our website. However, there may be instances or areas in which visitors must create a user ID and password to access or utilize certain areas of the website or obtain certain information from the website.  

Linked Sites/Third Party Links

There are various instances throughout wipfli.com where a link is provided to other websites. Wipfli's Privacy Statement does not apply to these websites; therefore, we recommend that you review the privacy policies for such sites.

Security

Wipfli employs generally accepted standards of technology to ensure the security of your information from loss, misuse, or destruction. When credit card information is transmitted through forms on our Website, Wipfli utilizes secure socket layer (SSL) encryption technology.

Electronic Communications

In order to communicate effectively with you, Wipfli offers you the opportunity to complete a subscribe form to receive all communications from Wipfli via e-mail including, but not limited to, newsletters, communiqués, seminar invitations, and industry updates. If at any time you choose to stop receiving electronic communications from us, you may unsubscribe or send an e-mail to Wipfli Information.

Events

Throughout the year, Wipfli sponsors a variety of educational and networking events such as seminars, client outings, and discussion groups. Registration for such events may require the collection of PII to be used in the development of attendance lists, nametags, and other event materials and may be shared with third parties involved in the planning and preparation of the event.

Contact Us Form

Wipfli appreciates feedback from visitors to our website. Information provided by the completion of this form is used for internal purposes such as improving the online experience for our website visitors, and answering visitors' general questions. If you have questions about a specific service or engagement, please contact one of Wipfli's offices listed in the “Locations” section of our website.

Comments

We reserve the right to refuse post comments that are spam, inappropriate, defamatory, use profanity, or otherwise violate our policies or terms of use.

• Corrections on any inaccurate or misleading postings must be made in a timely manner.
• Most changes will be made by adding to posts, and we will mark any additions clearly.

Modifications

Wipfli reserves the right to amend this website policies and notices at any time. If you have any questions or concerns regarding this notice, please feel free to contact us.

Legal Matters

The information on this website is provided solely for general illustration and guidance and does not create a business or professional services relationship. The application and impact of laws can vary widely based on the specific facts involved. Given the changing nature of laws, rules and regulations, and the inherent hazards of electronic communication, there may be delays, omissions or inaccuracies in information contained in this website. Accordingly, the information on this site is provided with the understanding that the authors and publishers are not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers. Before making any decision or taking any action, you should obtain appropriate professional guidance. You do not have a client relationship with Wipfli by reason of your accessing our website.

While we have made every attempt to ensure that the information contained in this website has been obtained from reliable sources, Wipfli is not responsible for any errors or omissions, or for the results obtained from the use of this information. All information in this website is provided "as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability and fitness for a particular purpose. In no event will Wipfli, its related entities and affiliates or the members, partners, agents or employees thereof be liable to you or anyone else for any decision made or action taken in reliance on the information in this website or for any consequential, special or similar damages, even if advised of the possibility of such damages.

This website may contain links to servers maintained by other organizations. Wipfli cannot provide any warranty about the accuracy or source of information found on any of these servers, or the content of any file the user might choose to download from a third-party site. Wipfli assumes no responsibility for anything found on any such sites and does not endorse, warrant, promote, or recommend any services or products that may be provided or accessed through them or any person or body which may provide them. Such websites may or may not be presented within a frame on this website.

Intellectual Property

Wipfli and the Wipfli logo is a registered trademark. Unauthorized use is strictly prohibited.

All trademarks referred to on Wipfli’s website are the properties of their respective owners. Except where otherwise noted, all website contents are copyrighted by Wipfli, and Wipfli reserves all rights thereto. For a request to commercially reuse any content, please contact Wipfli.

Licensing

California

In compliance with the California Code of Regulations, Wipfli will, upon request, provide to its clients a listing of individuals licensed by the California Board of Accountancy.

Wipfli is a limited liability partnership licensed to practice public accounting in California with a location in Irvine. Some persons who own an interest in Wipfli may not be licensed as Certified Public Accountants and may provide services to clients.