BDMP Assurance, LLP and Berry, Dunn, McNeil & Parker, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. BDMP Assurance, LLP is a licensed CPA firm that provides attest services to its clients. Berry, Dunn, McNeil & Parker, LLC provides tax and management advisory services to its clients.
As used in this policy, “BerryDunn”, “the Firm,” “we” or “us” or “our” refers to BDMP Assurance, LLP and Berry, Dunn, McNeil & Parker, LLC.
This statement describes BerryDunn’s privacy practice for the use and disclosure of any personal information we collect from you when you use our website and communicate with us, either electronically or offline, such as via telephone, email, or at an event. We encourage you to review this policy before submitting any information or using our website. This policy is incorporated into and subject to our Terms & Conditions. By accessing or using the site, you consent to the collection, use and sharing of your personal information as set forth in this policy. Other BerryDunn services or subsidiaries may use different privacy policies and provide separate notices for the collection and use of information. In the event that the particular BerryDunn service or subsidiary gives notice to a different policy, the posted policy, rather than this statement, will apply in the context of those services and/or by that subsidiary.
BerryDunn Clients
If you are a client of BerryDunn, your engagement letter or other agreement with us will govern the relationship between you and BerryDunn for the services provided to you under contract. If you make a payment to us for services, your payment-related information, such as credit card of other financial information, may be collected by our third-party payment processor on our behalf.
What information we gather and track
The personal information that we collect from you depends on your use of the site and interaction with us. “Personal information” is information that identifies, relates to, describes, is capable of being associated with, or could reasonably be linked, directly or indirectly with a particular person or household. This may include your name, date of birth, postal address, e-mail address, location IP address, government-issued identification number and telephone number.
WEBSITE
This site uses cookies to provide you with an improved user experience. If you are a visitor to the website, we collect limited personal information through the use of cookies. If you prefer that we not collect and process information about you, please do not submit it to us and do not use the site.
Through the use of cookies, we automatically collect information about you. We use Google Analytics and HubSpot to track activity on our site and provide you with an improved user experience. These cookies track technical information about you that may include your IP (Internet Protocol) address, web browser used, activity on the site, and demographic data. This information is used by BerryDunn in identifying broad trends and may be used to provide information tailored to your interests. We offer each user the opportunity to manage the cookies we collect. If you disable the use of cookies, some features on the website may not be available.
It is our intent to give you as much control as possible over the privacy of your personal information and the use we make of it in the course of our business.
ELECTRONIC COMMUNICATIONS
There are times when we may need information from you, particularly when you contact us with the intent of receiving additional information about our services or wish to register for an event. In these instances, BerryDunn will ask you to provide certain information about yourself by filling out and submitting an online form. This may include direct identifiers such as your name, postal address, phone number, and email address. By providing this personal information, you consent that BerryDunn may collect, use, process, store, and transfer such data to make contact with you and provide you with information, as well as to evaluate and improve our services. We will not sell your personally identifiable information to an unrelated third party. We may, however, share information you provide to us with our partners and advertisers who perform services and/or functions for us in conjunction with any requests or inquiries made by you.
Should you choose to unsubscribe from mailing lists, request that we stop contacting you, wish to learn what information we have relating to you, or wish to limit the sharing of your information, please click here.
CAREERS
If you apply for a job or position with BerryDunn, we will use, process, transfer and store any information submitted for the purposes of recruitment and evaluation for potential employment. If you are selected for eventual employment, then this information may become part of your employee file.
Third Parties
In addition to personal information we collect directly from you and your use of this site, we may collect personal information from third party sources, such as any references listed on application forms, publicly available information and/or social media platforms you use. Any information from third party sources is stored and processed in accordance with this policy. BerryDunn is not liable for the accuracy of the information provided by such parties or its practices.
What we do with the information we gather and track
When you submit information to us, we endeavor to protect such information against unauthorized disclosures by using secure technologies. BerryDunn uses reasonable safeguards designed to protect your information through our databases, policies, and procedures. We also take reasonable steps to ensure that our service providers also protect our information. However, no transfer of data is completely secure. BerryDunn provides no warranties that your information will be private or secure.
The BerryDunn site may contain links to other websites; however, BerryDunn is not responsible for the privacy practices or the content of such websites. We encourage you familiarize yourself with the privacy practices of any linked site.
In addition to the purposes for collection described above, BerryDunn may use the information we collect about you for the purpose of performing professional services, running our business operations, providing communications regarding our services and events, requesting feedback, to ensure the security of the services, to maintain legal and regulatory compliance, and as necessary for the purpose for which the information was given.
We may share your information with our service providers with whom we have a contractual relationship with and perform services for BerryDunn. In addition, we may disclose your personal information with other third parties for purposes of complying with legal, regulatory, or professional standards.
In the event of a merger, sale, acquisition, reorganization, or transfer of control, BerryDunn may transfer your information to parties involved in the event.
Children’s Privacy
We do not knowingly collect, maintain, or use information from children under 16 years of age, and none of our services are directed toward children. If you become aware that a child has provided information to us in violation of this policy, please contact us at preferences@berrydunn.com.
International Visitors
Our operations and services are hosted in the United States and intended for visitors located within the United States. If you choose to use the services we offer from other regions of the world with law governing data collection, including the European Union, then please note that you are transferring your data outside of those regions to the United States for storage and processing. In addition, we may transfer your data from the United States to other regions of the world in connection with storage and processing of data. By using our services and this site, you consent to the transfer, storage, and processing of your information as described in this privacy policy.
Contact us
We may modify and revise this Privacy Policy at our discretion. Any changes will be posted on this website. We encourage you to review this Privacy Statement periodically to view any updates.
If you have any questions about this privacy statement, the practices of this site, or your dealings with this site, please direct your request to preferences@berrydunn.com.
If you are a California resident and wish to access or delete the personal information that we collected from you, please contact us by either emailing preferences@berrydunn.com, or filling out our preference request web form.
Last updated May 2025.
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