Terms of Use

Welcome to our new Perry K. Wiseman, CPA website. This Terms of Use agreement governs your access to and use of our website, services, and any information submitted through our intake forms, contact systems, or scheduling tools.

By accessing or using our website, you agree to these Terms of Use. If you do not agree, please do not use this website.

Last Updated:
September 2nd, 2025

Business & Contact Information

Business Name: Perry K. Wiseman, CPA
Legal Structure: Domestic Corporation
Registered State: Nebraska
Address: 1237 S 119th Street, Omaha, NE 68144
Email: contact@pkwcpa.com
Phone: 402.861.1800 | Toll-Free: 800.250.4953

Website Use & Access

By using this website, you:

  • Confirm that you are at least 18 years of age

  • Agree not to misuse or interfere with the operation of the site

  • Consent to the collection and limited use of your personal information as outlined in this document

You may use this website to:

  • Learn about our accounting and tax services

  • Schedule a consultation

  • Submit personal and financial documents

  • Make secure payments via PayPal or Venmo (when available)

We do not require users to create an account. Continued use of the site implies acceptance of this Terms of Use.

Services & Engagement

Perry K. Wiseman, CPA provides professional tax and accounting services specifically for individuals, their families and businesses, with HOA expertise. Services include but are not limited to:

  • Financial statement preparation

  • Individual and business tax filing (Forms 1040, 1065, 1120, 1120-S)

  • Form 1120-H filing

  • Payroll, bookkeeping, and business formation

  • Tax planning and strategy

  • Advisory services

No services are rendered until both parties sign a formal engagement agreement. Use of this website does not create a client relationship. We do not guarantee tax refunds, audit defense, or any financial outcome unless explicitly stated in an executed agreement.

Payments

Payments may be submitted through this website using PayPal or Venmo (where available). Any fees, refund policies, and cancellation terms are governed by individual engagement agreements and are not addressed within this Terms of Use.

Privacy Policy & Data Collection

We are committed to protecting your privacy. Information collected via this website may include:

  • Your name, email address, phone number

  • IP address and general location

  • Financial documents and sensitive uploads

  • Form responses and booking data

How we use your information:

  • To contact you and provide accounting services

  • To process secure document submissions

  • To comply with legal and regulatory requirements

  • To improve our website and services

We do not sell, trade, or share your information with unauthorized third parties.

Document Handling & Data Security

Documents submitted through this website (via intake forms or file uploads) are:

  • Temporarily stored on Google Drive for 3–5 business days during processing

  • Not stored on the website or hosting server

  • Not transmitted through encrypted email

Clients are instructed to submit password-protected ZIP files when sharing documents. While we do not use encryption natively, we take all reasonable steps to protect client data during processing.

Use of Cookies

We use cookies to:

  • Improve website functionality

  • Analyze traffic

  • Support user experience

By continuing to browse this site, you consent to our use of cookies. You may manage cookies through your browser settings.

Third-Party Services

We utilize the following tools and services:

  • Google Drive (document storage)

  • PayPal/Venmo (payment processing)

  • Zapier (automated form workflows)

  • Google Site Kit, reCAPTCHA, Akismet (spam protection and analytics)

Your use of this website also agrees to the respective terms of service and privacy policies of these third parties.

Limitations of Liability

To the extent permitted by law, Perry K. Wiseman, CPA is not responsible for:

  • Loss of data or data breaches due to third-party tools

  • Errors or omissions in web content

  • Delays, outages, or site malfunctions

  • Any financial or legal outcomes unless agreed in writing

Jurisdiction

This Terms of Use is governed by the laws of the State of Nebraska. Any disputes arising out of your use of this website shall be subject to Nebraska state jurisdiction. Dispute resolution procedures are governed by separate engagement agreements between us and our clients.

Updates to This Policy

We reserve the right to update this Terms of Use document at any time. Any changes will be posted here, and your continued use of the website indicates acceptance of the updated terms.

Contact

For questions about this policy, data privacy, or service terms, please contact:

Perry K. Wiseman, CPA
1237 S 119th Street, Omaha, NE 68144
contact@pkwcpa.com
402.861.1800 | 800.250.4953

Pay Invoice
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All payments are processed through PayPal and are subject to their terms and conditions.
Document Upload
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Accepted file types: zip, pdf, jpg, jpeg, png
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