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About Us
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(512) 439-4800

Get in Touch With Us

We’re here to assist you with your tax and financial needs. Reach out today, and let’s start building your path to financial success.

100 Congress Avenue, Suite 1600
Austin, TX 78701
(512) 439-4800
[email protected]

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100 Congress Avenue, Suite 1600
Austin, TX 78701

(512) 439-4800
[email protected]

Home
About Us
Our Services
Our Team
Client Portal
Payments
Resources
Careers

Disclaimer
General

Durbin Bennett Tax Advisors, Inc, and Durbin & Bennett’s ("DB") website has been designed for informational purposes only. The information provided in the pages of this site may be changed at any time without notice. Changes may be made to the terms at any time without notice by updating this posting. You agree to review the terms regularly and by continuing to access or use the site, you agree to any changes. It is your responsibility to check for any such changes. No information contained on the site constitutes investment advice. Past performance does not guarantee future results.

The information provided is in no way intended as an offering or a solicitation of a security, which may be referenced in the site. It is not intended for distribution to, or use by, any person in any jurisdiction where such use would be contrary to law or regulation, or which would subject DB to any registration requirement with such jurisdiction. DB is not offering services in states that we are not properly registered.

Copyright

This site is maintained and controlled by DB. Unless specifically authorized in writing, any and all information, included, but not limited to, images and illustrations contained on this site may not be reproduced, transmitted, displayed, distributed, published or otherwise used.

Internet Links to Other Websites

The DB website contains links to other sites as references to help you identify and locate other Internet resources that may be of interest to you. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions, organizations, or individuals independent of DB. DB does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by DB. Linking to other websites is at your sole risk and DB will not be responsible or liable for any damages in connection with linking. Links to any downloadable software sites are for your convenience only and DB will not be responsible or liable for any difficulties of consequences associated with downloading the software. Use of any downloaded software is governed by that software’s terms of license agreement, if any, which accompanies the downloaded software.

No Warranties

DB provides information that is believed to be reliable when posted. However, DB does not guarantee the quality, accuracy, completeness or timeliness of the information provided. DB assumes no obligation to update the information or advice on further developments concerning topics mentioned. Information on the site may contain typographical errors. Information provided may be changed without notice. Further, there are no representations and warranties this site will be available to meet your requirements, that access will be uninterrupted, that there will be no delays, failures, errors or omissions or loss of transmitted information, that no viruses or other contaminating or destructive properties will be transmitted or that no damage will occur to your computer system. You have the sole responsibility for adequate protection and backup of data and/or equipment and to take reasonable and appropriate precautions to scan for computer viruses or other destructive properties.

To see Privacy Notice click here:
Privacy Notice
Durbin & Bennett

Durbin Bennett Tax Advisors, Inc.
100 Congress Avenue, Suite 1600
Austin, TX 78701

One of our most important goals at Durbin Bennett Tax Advisors, Inc, and Durbin & Bennett ("DB") is to protect your privacy. We take great care to properly handle information about you. This notice describes how we handle personal information and our commitment to protecting your privacy.

To conduct regular business, we may collect non-public personal information from sources such as:

Information reported by you on applications or other forms you provide to us, such as your name, address, telephone number, social security number, etc.

Information about your transactions with us, our affiliate, or others, such as your account balances and account activity

Information we receive from you relating to your personal financial goals and/or plans for retirement

As DB shares non-public information solely to service our client accounts, we do not disclose any non-public personal information about our customers or former customers to anyone, except as permitted by law.

Information Safeguarding

DB will internally safeguard your non-public personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your non-public personal information.

DB - Privacy Policies & Procedures

1) We do collect personal information in the normal course of business in order to administer accounts and better serve our clients.

Following are examples of personal information we may collect: name, address, phone number, social security number, asset balances, income amounts, liabilities, personal financial goals and interests, investment experience, etc.

2) We do not disclose personal information to third parties, unless one of the following limited exceptions applies.

We may disclose personal information to companies that help us process or service client transactions or account(s). Companies we hire to provide support services must agree to use personal information only to perform the requested service. They are not allowed to use the information for their own purposes and must maintain strict confidentiality.

We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted under law, for example, to cooperate with regulators or law enforcement authorities.

Outside of the above exceptions, we will not share personal information with third parties unless you have specifically asked us to do so in writing.

1) We may share information we collect about clients with our affiliate, Durbin Bennett | Private Wealth Management.
We may share information about our clients with our affiliate to assist us in providing services and account maintenance to them. We may also share information to help us improve the scope of services offered to our clients.

2) We protect the confidentiality and security of personal information.
We restrict access to personal information to our employees for business purposes only. Employees have access to client files on a need to know basis only, and these employees are trained and required to safeguard such information.
We maintain physical, electronic, and procedural safeguards to guard personal information.
All client files are put away at night so that sensitive information is not left out in the open. Any old or irrelevant client data is shredded.

3) We continue to evaluate our efforts to protect personal information and make every effort to keep personal information accurate and up to date.
If a client notices any inaccuracy in personal information, or needs to make a change to any information, he/she should notify us so that we may promptly update our records.

4) We do not sell personal information to anyone.
No information is shared for marketing purposes. This includes telemarketing, direct mail and electronic marketing.

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