Legal
Privacy Policy
Last updated: July 23, 2026
Dugan CPA, PC ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, and safeguard information when you visit our website, communicate with us, or engage our services.
Information we collect
We may collect the following types of information:
- Contact information you provide directly, such as your name, email address, mailing address, and telephone number when you contact us or request a consultation.
- Engagement information provided in the course of our professional services, including financial and tax-related records. This information is additionally protected by professional confidentiality obligations applicable to certified public accountants, including Internal Revenue Code §7216 restrictions on the use and disclosure of tax return information.
- Website usage information collected automatically, such as browser type, pages visited, and general analytics data.
How we use your information
We use the information we collect to:
- Provide, administer, and improve our professional services;
- Respond to inquiries and communicate with you about your engagement;
- Send appointment reminders, deadline notifications, and service-related updates;
- Comply with legal, regulatory, and professional obligations.
SMS/text messaging
With your consent, we may communicate with you by SMS text message for purposes such as appointment reminders, document requests, deadline notifications, and responses to your inquiries.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use categories exclude text messaging originator opt-in data and consent; this information will not be shared with, or sold to, any third parties.
- Consent: By providing your mobile number and opting in, you consent to receive text messages from Dugan CPA, PC. Consent is not a condition of purchasing any services.
- Message frequency: Message frequency varies based on your engagement and communication needs.
- Fees: Message and data rates may apply, depending on your mobile carrier plan.
- Opt-out: You may opt out of text messages at any time by replying STOP. After opting out, you will receive one final message confirming your removal.
- Help: Reply HELP for assistance, or contact us at nick@dugan.cpa or (562) 945-9591.
How we share information
We do not sell your personal information. We may share information only in the following limited circumstances:
- With service providers who assist in operating our practice (such as secure document portals or scheduling tools), under obligations of confidentiality;
- As required by law, regulation, subpoena, or other legal process;
- With your written consent, as required for tax return information under applicable law.
Data security
We maintain administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, use, or disclosure. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Data retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy, satisfy professional record-keeping requirements applicable to public accounting firms, and comply with legal obligations.
Your choices
You may request access to, correction of, or deletion of your personal information, subject to our legal and professional retention obligations, by contacting us using the information below. You may opt out of text messages at any time by replying STOP.
Children's privacy
Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children.
Changes to this policy
We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision. Continued use of our website after changes are posted constitutes acceptance of the revised policy.
Contact us
If you have questions about this Privacy Policy or our privacy practices, please contact:
Dugan CPA, PC
941 W I-35 Frontage Rd, Ste 116, PMB 390
Edmond, Oklahoma 73034
(562) 945-9591
nick@dugan.cpa