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PRIVACY POLICY IN ACCORDANCE WITH AICPA

Effective Date:

January 1, 2026

1. Introduction

Daughenbaugh & Company, PLLC is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, engage our services, or interact with us. As a Certified Public Accounting firm, we comply with the AICPA Code of Professional Conduct and applicable federal and state financial privacy laws.

2. Information We Collect

Information You Provide to Us

We may collect personal and business information that you voluntarily provide, including:

Information Collected Automatically

When you visit our website, we may automatically collect:

IP address, browser type, device information
Pages visited and time spent
Cookies and analytics data

3. How We Use Your Information

We use collected information to:

Provide tax preparation, accounting, payroll, advisory, and related services
Respond to inquiries and communicate with you
Process secure document uploads and maintain client records
Comply with legal, regulatory, and professional obligations
Improve website functionality and security

We do not use tax return information for marketing purposes unless permitted by law or authorized by you.

4. How We Share Your Information

We do not sell or rent your personal information. We may share information only:

With trusted third-party service providers (e.g., secure portals, tax software, cloud storage)
With your explicit authorization (e.g., banks, attorneys, lenders)
When required by law, subpoena, or regulatory authorities

All third-party providers are required to maintain confidentiality and use your information only to support our services.

5. Data Security

We implement administrative, technical, and physical safeguards, including:

Encrypted client portals
Multi-factor authentication
Secure U.S.-based data storage
Role-based access controls
Regular staff training and security audits

6. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

Request access to your personal information
Request corrections or updates
Request deletion when legally permissible
Limit certain uses of your data

7. Data Retention

We retain information only as long as necessary to:

Deliver services
Comply with tax and regulatory obligations
Maintain required financial records
Afterward, information is securely deleted.

8. Professional and Ethical Standards

We follow:

AICPA Code of Professional Conduct
State Board of Accountancy rules
IRS regulations, including IRC §7216 for tax return information
Applicable federal and state privacy laws

9. Policy Updates

We may update this Privacy Policy to reflect changes in regulations, technology, or best practices.

10. Contact Us

If you have questions about this Privacy Policy or our data practices, contact:

Daughenbaugh & Company PLLC

Email: admin@mldcpafirm.com

Website: www.mldcpafirm.com

Phone: +1 (833) 944-4480

English (US) | Español (GT)

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