Legal
Privacy Policy Statement
Dan Austin, CPA PC is committed to protecting the privacy and confidentiality of your personal and financial information.
Effective date: July 2, 2026
01.Information We Collect
In the course of providing professional accounting, audit, and tax services, we may collect personal and financial information including your name, address, telephone number, email address, Social Security number or Employer Identification Number, financial statements, tax records, and other information necessary to perform our services.
02.How We Use Your Information
We use the information we collect solely for the purpose of providing professional accounting, audit, and tax services to you. We do not sell, trade, or otherwise transfer your personal information to outside parties. Information is used only as necessary to complete the services you have engaged us to perform and to comply with applicable professional and legal obligations.
03.Confidentiality
As a licensed CPA firm, we are bound by the AICPA Code of Professional Conduct, which requires us to maintain the confidentiality of all client information. Our staff members are trained on confidentiality requirements and are obligated to protect your information. We do not disclose client information to third parties except as required by law, with your consent, or as necessary to perform services on your behalf (such as engaging a specialist or filing returns with tax authorities).
04.Information Security
We maintain physical, electronic, and procedural safeguards to protect your personal and financial information. Access to client information is restricted to personnel who need it to perform their job responsibilities. We regularly review our security practices to ensure the ongoing protection of your data.
05.Third-Party Disclosure
We do not sell, trade, or rent your personal information to third parties. We may share information with trusted service providers who assist us in operating our practice, provided those parties agree to keep your information confidential. We may also disclose information when required by law, court order, or government regulation, or to protect the rights, property, or safety of our firm, our clients, or others.
06.Retention of Records
We retain client records in accordance with applicable professional standards, state regulations, and our firm's record retention policy. When records are no longer required to be retained, they are destroyed in a secure manner that protects the confidentiality of the information.
07.Your Rights
You have the right to request access to the personal information we hold about you, to request corrections to inaccurate information, and to request that we cease using your information for purposes beyond the scope of our engagement. To exercise these rights, please contact us directly.
08.Changes to This Policy
We reserve the right to update this Privacy Policy Statement at any time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.
09.Contact Us
If you have questions or concerns about this Privacy Policy Statement or the handling of your personal information, please contact us at 575-257-0081 or by mail at our office in Ruidoso, New Mexico.
This Privacy Policy Statement applies to Dan Austin, CPA PC, located in Ruidoso, New Mexico. For questions, call 575-257-0081 or visit our contact page.