Legal

Privacy Policy

Last updated: May 16, 2026

1. Who We Are

Guidepost Inc. ("we," "us," or "our") operates the website cpaguidepost.com. We are a California CPA firm specializing in WIC §4652.5 compliance services for Regional Center vendors. Our principal place of business is San Francisco, CA.

Questions: weyinmi@cpaguidepost.com

2. Information We Collect

Information You Provide Directly

  • Quote request form: name, organization, role, email address, phone number, Regional Center affiliations, funding range, services needed, and any description you provide.
  • PDF download gate: name, email address, and organization name.

Information Collected Automatically

  • Server logs: IP address, browser type, referring URL, pages visited, and timestamps. Retained for up to 90 days for security purposes.
  • Google Analytics: We use Google Analytics (gtag.js) to understand site traffic patterns. This may involve the use of cookies. You can opt out at tools.google.com/dlpage/gaoptout.

3. How We Use Your Information

  • To respond to your quote request or inquiry
  • To send you the PDF resource you requested
  • To understand how our site is used and improve it
  • To detect and prevent security threats and fraud
  • To comply with applicable legal obligations

We do not sell, rent, or share your personal information with third parties for marketing purposes.

4. Data Retention

Quote request records are retained for up to 3 years for business relationship purposes. PDF download records are retained for up to 12 months. You may request deletion at any time by emailing us.

5. Third-Party Services

We use the following third-party services which may process your data:

  • Google Analytics — website traffic analytics
  • Calendly — scheduling (if you book a call through our site)
  • GoDaddy — website hosting

6. Cookies

We use only essential session cookies for security (CSRF protection) and, with your consent through browser settings, Google Analytics measurement cookies. We do not use advertising, tracking, or retargeting cookies.

7. Your Rights

You may request to access, correct, or delete any personal information we hold about you. California residents have additional rights under the CCPA. Contact us at weyinmi@cpaguidepost.com to exercise any of these rights.

8. Security

We implement industry-standard security measures including HTTPS encryption, CSRF protection, IP-based threat filtering, and server-side input sanitization. No method of transmission over the internet is 100% secure, however.

9. Changes to This Policy

We may update this policy periodically. The "Last updated" date at the top reflects the most recent revision. Continued use of the site after changes constitutes acceptance.

10. Contact

Guidepost Inc.
50 California Street, Suite 1500
San Francisco, CA 94111
weyinmi@cpaguidepost.com