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.
Brogan Duffy, CPA, collects nonpublic personal information
about you from the following sources:
we receive from you on questionnaires or other forms;
we receive from you during tax interviews, consultations or telephone
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
products or services to you.
We maintain physical, electronic, and procedural safeguards
that comply with federal regulations to guard your nonpublic
information. When appropriate, disposal of this information is done by
In addition, we do not disclose any nonpublic personal
information about our customers or former customers to anyone, except
required by law or authorized by you.