Notices and Disclosures

Website Policies

Wipfli LLP (“Wipfli”) believes in protecting your privacy. We will not collect personally identifiable information (“PII”) that you do not volunteer. We will not sell, share, or rent PII to third parties without your consent, except as specifically described below.

If you choose to register or submit PII or other information to us via this website, you agree to the use of such information in accordance with this privacy policy.


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.

Information Collection and Use

As a general visitor to our website, Wipfli does not collect any PII about you. We automatically record information sent by your browser in our server logs, including your IP address, the pages you visit, and other non-personally identifiable information, which we use to analyze our web traffic and administer our servers. Site statistics may be compiled by or reported to our third party service providers.

Wipfli collects PII and other data voluntarily provided by visitors to our Website for a variety of purposes, including but not limited to:

  • Information requests
  • Interactive tools or assessments for which access is gained via our website
  • Publication distribution (newsletters, white papers, etc.)
  • Surveys
  • Event registration (seminars, workshops, golf outings, etc.)
  • Resume submission
  • Contests and promotion

Information we may collect as a result of voluntary submission may include, but not be limited to, name, company name, job title, mailing address, e-mail address, phone number, fax number, and credit card information (for event fee payment). Wipfli uses reasonable efforts to maintain an accurate record of information submitted to our website. However, Wipfli is not responsible for verifying the continued accuracy of this information. Visitors may update their information by using the subscribe form in the applicable section of the website. In addition, it is our policy to honor any visitor's request to discontinue receiving information or notices regarding our services or products, and we will accordingly refrain from sending further information.

Password Protected Areas of the Website and Assessment Tools

If you register with us to obtain access to password-protected areas of the website or to use assessment tools we provide, you authorize Wipfli to use PII and other information you provide to customize or personalize the information we deliver to you and to use your demographic information when analyzing aggregate website traffic patterns.

Information Disclosure

Wipfli does not sell, trade, or rent any PII to third parties for marketing purposes. Such information may, however, be disclosed in the situations outlined below.

  • As required by law through search warrant, subpoena, or other legal process
  • As part of any actual or threatened legal proceeding or alternative dispute resolution
  • When required, in order to deliver publications or materials as requested by a website visitor
  • As needed to facilitate seminars and events hosted by a third party or Wipfli when disclosure is necessary for event planning and materials development
  • To provide information to affiliates of Wipfli and nonaffiliated third parties who perform services for us in conjunction with any requests or inquiries made by you.

Use of Cookies

Wipfli uses third-party cookies to analyze trends, administer the website, track users’ movements around the website, and to gather demographic information about our user base as a whole.

We use "cookies" to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a Web server. Cookies are not used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a Web server in the domain that issued the cookie to you. One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you subscribe to certain communications on our website, a cookie helps us to recall your specific information on subsequent visits. When you return to the same Website, the information you previously provided can be retrieved, so you can easily use the customized features.

You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the Wipfli website.

For additional information related to personal information please see Wipfli's Privacy Statement.

Linked Sites/Third Party Links

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


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.


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.


Wipfli's website is not specifically designed for, or directed at children 13 years of age or younger, nor is it the intention of Wipfli to collect or maintain information about anyone under the age of 13.


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.


Wipfli reserves the right to amend this website policy at any time. If you have any questions or concerns regarding online privacy at, please feel free to contact us.

Legal Disclaimer

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.

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 partnerships or corporations, or the 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 is a registered trademark. Unauthorized use of this logo 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.



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 locations in Fresno, Oakland and Ukiah. Some persons who own an interest in Wipfli may not be licensed as Certified Public Accountants and may provide services to clients.

Our perspective drives growth

For more than 90 years, Wipfli has used our unique perspective to deliver practical yet transformational solutions to our clients. Our integrated approach helps mitigate risk, optimize performance and accelerate growth.