We may collect the following types of information from you.

• Personal Information: Name, address, phone number, email address, Social Security number, date of birth, and other information necessary to provide accounting, tax, or advisory services.
• Financial Information: Tax documents, income information, business financials, bank account details, and related data.
• Communication Preferences: Records of your opt-in to receive SMS or email messages and your preferences regarding communication methods.

• Provide accounting, tax, and advisory services.
• Communicate with you via phone, SMS, email, or mail regarding your services, reminders, deadlines, and updates.
• Fulfill legal, regulatory, and compliance obligations.
• Improve our services and customer experience.

By opting in, you agree to receive text messages and/or emails from us for service updates, appointment reminders, and relevant firm communications.

• Opt-In: You must give us express consent to receive SMS or email communications.
• Opt-Out: You may opt out at any time by replying “STOP” to an SMS or following the “unsubscribe” link in an email. Please note that opting out may limit our ability to communicate with you regarding your services.

We do not send marketing messages via SMS.

We do not sell or rent your personal information to third parties. We may share your information only as necessary:

• With trusted service providers who assist us in providing services to you (e.g., secure document storage, tax filing platforms), under strict confidentiality agreements.
• When required by law, subpoena, court order, or government regulation.
• To protect our legal rights or prevent fraud.
  

We take reasonable and appropriate measures to protect your personal and financial information. This includes secure storage, access controls, and encryption where appropriate.

We retain personal and financial information for as long as necessary to fulfill the services requested, comply with legal obligations, resolve disputes, and enforce our agreements.

You have the right to:

• Access, update, or correct your personal information.
• Withdraw consent for communications.
• Request deletion of your personal data, subject to legal and contractual retention requirements.

To exercise your rights, contact us at admin@dccpas.net.

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties.

Our services are not directed to individuals under the age of 13, and we do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. When we do, we will revise the “Effective Date” at the top of this page. We encourage you to review this policy periodically.

If you have any questions about this Privacy Policy or how we handle your information, please contact:

Duerr & Cullen, CPAs, P.A.
1304 N. Maitland Ave., Maitland, FL 32751
admin@dccpas.net
(407) 644-6968