Privacy Policy

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January 2006

To our customers,

In compliance with a Federal Trade Commission ruling that requires tax preparers to provide written notice of their privacy policy to all clients annually, we are furnishing you the following statement of the Privacy Policy of Brogan Duffy, CPA.

Privacy Policy

Brogan Duffy, CPA, collects nonpublic personal information about you from the following sources:

Information we receive from you on questionnaires or other forms;
Information we receive from you during tax interviews, consultations or telephone conversations; and
Information about your transactions with us or others, including your customers, vendors or affiliates, as provided or authorized by you.

We restrict access to this nonpublic personal information about you to those employees who need access to this information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. When appropriate, disposal of this information is done by shredding. In addition, we do not disclose any nonpublic personal information about our customers or former customers to anyone, except as required by law or authorized by you.