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Privacy Policy

We highly value your trust in us and we want to assure you that your personal and business information is kept confidential by us. As certified professionals, our ethical obligations and responsibilities demand the highest regard toward the confidentiality of your information. Be assured we will protect your personal information, use it appropriately, and accomplish your engagements with Duffner & Company, P.C. while maintaining your trust and confidence.

In order to meet your need for tax preparation, financial planning, audits, and accounting services, we collect various types of personal information about you and/or your business.

  1. Information provided directly from you. Such information includes your name, address, social security number, income, investment and other assets as well as other tax and financial related facts.
  2. Information you have given us permission to retrieve from other organizations with which you do business such as your bank, customers, and vendors.

We do not share any personal information with anyone without your consent, except as permitted by law as described below.

The law permits disclosure in certain instances, such as in response to a court subpoena, or with others who are assuring our compliance with professional accounting standards as in a peer review.

We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. We also maintain physical, electronic, and procedural safeguards for your protection. In doing so, we restrict access to your personal information to only those employees who need to know in order to provide products or services to you and to the support service companies and financial institutions mentioned above. In turn, those companies are legally and contractually bound to maintain the privacy of any personal information shared with them. Additionally, all of our employees are required to agree to the terms of an internal confidentiality agreement and are reminded of its contents on a recurring basis.