• Our Story

    and Our Team

  • OUR APPROACH IS TO BUILD RELATIONSHIPS WITH CLIENTS USING OUR EXPERIENCE TO DELIVER EXCELLENT SERVICE

  • DMB Chartered Accountants was founded by David Breen in 2002 and has operated from its offices at Maritana Gate since then. Caroline Bannon joined the firm in 2008 and was appointed Partner in 2015. Our management team of Clair Grant F.C.A., Andrea O’Connell A.C.A., Niall Burns A.C.A., Julie Laffan Q.FA. and Kelsey Dillon, play an integral part in providing and maintaining the high quality service we have become known for. They are supported by a skilled, dependable team of professionals.


    The firm has built up extensive skills and experience over 20 years and we understand the needs of your growing business. Regardless of your business size we are committed to providing the services required to achieve financial growth and business opportunities. Having made the journey with many clients, we understand how businesses develop and how important accurate financial information is to the success of that development.


    Whether you’re a sole trader, starting out on a business journey, or an established company eager to take your business to the next level, we have the necessary expertise to assist you on your road to success.

     

  • DMB Chartered Accountants is a member of Chartered Accountants Ireland
    DMB Chartered Accountants is a member of Waterford Chamber
    DMB Chartered Accountants is a member of Network Ireland in Waterford
    DMB Chartered Accountants is a member of The Rotary Club in Waterford
  • OUR TEAM

     

    We are committed to giving you the information you need, when you need it, in a way that is useful and of value to your business.

     

     

    David Breen FCA - Partner, DMB Chartered Accountants (previously David M Breen & Co) - Waterford

    David Breen F.C.A. – Partner

     

    David has 26 years’ experience in Practice and 14 Years in Industry. His training was completed at KPMG going on to work with a number of their large Clients before returning to Practice.

     

    David is on the judging Panel with Waterford Business Awards (https://www.waterfordchamber.ie/what-we-do/waterford-business-awards/) , is Treasurer of Waterford Rotary Club and has served with many voluntary organisations such as the Local Tennis Club, Waterford Harbour Sailing Club and Waterpark Rugby Club.

     

    He deals personally with Clients of all sizes ranging from €70m+ Turnover to €2m , with an emphasis on working with Business owners to define and achieve their Personal Individual Financial and Business goals.

     

    Email: David@dmbca.ie

    LinkedIn

    Caroline Bannon FCA - Partner, DMB Chartered Accountants - Waterford

    Caroline Bannon F.C.A. – Partner

     

    Caroline, is a Chartered Accountant nearing 20 years of diverse experience in practice. Caroline is a registered auditor and later enhanced by a Diploma in Insolvency.

     

    Caroline has vast experience in audit & assurance, accounting & business advisory services and insolvency. Caroline likes nothing better than formulating a solution and assisting her clients realise their full potential.

     

    Originally from Louth, having relocated from Dublin in 2008, Caroline now firmly calls Waterford her home. In between DMB Chartered Accountants and caring for her 3 children, Caroline is active in the local community and local network groups. Caroline was Network Ireland Waterford President in 2019 and currently treasurer for Kilmacow Camogie Club.

     

    Email: caroline@dmbca.ie

    LinkedIn

    Claire Grant FCA - Senior Manager, DMB Chartered Accountants - Waterford

    Clair Grant F.C.A. – Senior Manager

     

    A Fellow of the Institute of Chartered Accountants Ireland, Clair holds a Bachelor of Business Studies (Hons) Degree from the South East Technological University in Waterford. Following on from her degree, Clair joined EY and qualified as a Chartered Accountant in 1995. Clair joined David M Breen & Co in 2013.
     
    Clair’s practice experience includes working with both privately held and public companies in the motor trade, digital marketing, software development and wholesale and retail sectors. Clair has significant experience in both auditing and accounts preparation for entrepreneurial clients across a wide range of sectors together with providing guidance and assistance on taxation matters, bank finance applications, grant claims and company secretarial compliance services.


    Clair resides in Tramore, Co. Waterford with her husband and their three children. Clair serves as Chairperson of the Board of Waterford Rape Crisis and has recently acted as Treasurer for Network Ireland.

     

    Email: clair@dmbca.ie

    LinkedIn

    Andrea O'Connell ACA - Manager, DMB Chartered Accountants - Waterford

    Andrea O’Connell A.C.A. – Manager

     

    Andrea joined DMB Chartered Accountants in September 2013 as a Trainee Chartered Accountant and has since progressed to the position of Manager / Responsible Individual (RI).

     

    Andrea qualified as a Chartered Accountant in 2016 and holds a Bachelor of Business Studies (Hons) Degree and a MBS Masters in Accounting Degree from Waterford Institute of Technology.

     

    Andrea has substantial experience in all Audit and Assurance, Accounts and Tax aspects of the practice. Her practice experience also includes Voluntary and Creditors Liquidations and Company Secretarial compliance services.

     

    Email: andrea@dmbca.ie

    Niall Burns ACA - Manager, DMB Chartered Accountants - Waterford

    Niall Burns A.C.A – Manager

     

    Niall joined DMB Chartered Accountants in June 2016 as a Trainee Chartered Accountant and has since progressed to the position of manager.

     

    Niall qualified as a Chartered Accountant in 2020 and holds a Bachelor of Arts Honours Degree in Accounting from Waterford Institute of Technology. Niall has gained substantial experience in all Audit and Assurance, Accounts, Management accounts and Tax aspects of the practice.

     

    Niall has a keen interest in all things outdoors and nature. He has served as a committee member in his KDB Game & Preservation Club for many years. Niall is an active playing member of Dunhill GAA playing Hurling and Football and is also an active member of Seaview Celtic soccer club, Annestown.

     

    Email: niall@dmbca.ie

    Julie Laffan QFA - Office Manager, DMB Chartered Accountants - Waterford

    Julie Laffan Q.F.A. – Office Manager

     

    Julie joined the team at DMB Chartered Accountants in 2014. Julie is a Qualified Financial Adviser and has over 20 years banking and financial service experience.

     

    Julie loves to travel and meeting up with friends. She has a keen interest in fitness both running & CrossFit. Julie enjoys spending time out doors with family and her three girls. She is involved in her local community clubs Ballyduff LGFA, Camogie & Soccer. She is also a member of the Waterford Chamber of Commerce & LIA.

     

    Email: julie@dmbca.ie

    Kelsey Dillon - Payroll Manager, DMB Chartered Accountants - Waterford

    Kelsey Dillon – Payroll Manager

     

    Kelsey joined the team at DMB Chartered Accountants in 2017 and has progressed managing our payroll and book-keeping department.

     

    For Kelsey nothing beats a good book and a nice coffee. She is a proud coach to her local U10 Ladies Gaelic football team and has an avid interest in all sports from GAA to soccer and golf.

     

    Email: kelsey@dmbca.ie

  • Waterford Chartered Accountants — Experience You Can Trust

  • DMB Chartered Accountants (previously David M Breen & Co) - Work with an Experience Financial Team that will help you

    WORK WITH AN EXPERIENCED TEAM THAT WILL HELP YOU

     

    Get in touch today to arrange an initial consultation

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Terms & Conditions
TERMS OF SERVICE

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OVERVIEW

This website is operated by DMB Chartered Accountants. Throughout the site, the terms “we”, “us” and “our” refer to DMB Chartered Accountants.  DMB Chartered Accountants offers this website, including all information, tools and services available from this site to you, the user, conditioned upon your acceptance of all terms, conditions, policies and notices stated here.

By visiting our site, you engage in our “Service” and agree to be bound by the following terms and conditions (“Terms of Service”, “Terms”), including those additional terms and conditions and policies referenced herein and/or available by hyperlink. These Terms of Service apply to all users of the site, including without limitation users who are browsers, vendors, customers, and/ or contributors of content.
Please read these Terms of Service carefully before accessing or using our website. By accessing or using any part of the site, you agree to be bound by these Terms of Service. If you do not agree to all the terms and conditions of this agreement, then you may not access the website or use any services. If these Terms of Service are considered an offer, acceptance is expressly limited to these Terms of Service.

Any new features or tools which are added to the current website shall also be subject to the Terms of Service. You can review the most current version of the Terms of Service at any time on this page. We reserve the right to update, change or replace any part of these Terms of Service by posting updates and/or changes to our website. It is your responsibility to check this page periodically for changes. Your continued use of or access to the website following the posting of any changes constitutes acceptance of those changes.


SECTION 1 – WEBSITE TERMS

By agreeing to these Terms of Service, you represent that you are at least the age of majority in your state or province of residence, or that you are the age of majority in your state or province of residence and you have given us your consent to allow any of your minor dependents to use this site.

You may not use our services for any illegal or unauthorized purpose nor may you, in the use of the Service, violate any laws in your jurisdiction (including but not limited to copyright laws).

You must not transmit any worms or viruses or any code of a destructive nature.

A breach or violation of any of the Terms will result in an immediate termination of your Services.

SECTION 2 - GENERAL CONDITIONS

We reserve the right to refuse service to anyone for any reason at any time.

You understand that your content (not including credit card information), may be transferred unencrypted and involve (a) transmissions over various networks; and (b) changes to conform and adapt to technical requirements of connecting networks or devices. Credit card information is always encrypted during transfer over networks.

You agree not to reproduce, duplicate, copy, sell, resell or exploit any portion of the Service, use of the Service, or access to the Service or any contact on the website through which the service is provided, without express written permission by us.

The headings used in this agreement are included for convenience only and will not limit or otherwise affect these Terms.

SECTION 3 - ACCURACY, COMPLETENESS AND TIMELINESS OF INFORMATION

We are not responsible if information made available on this site is not accurate, complete or current. The material on this site is provided for general information only and should not be relied upon or used as the sole basis for making decisions without consulting primary, more accurate, more complete or more timely sources of information. Any reliance on the material on this site is at your own risk.

This site may contain certain historical information. Historical information, necessarily, is not current and is provided for your reference only. We reserve the right to modify the contents of this site at any time, but we have no obligation to update any information on our site. You agree that it is your responsibility to monitor changes to our site.

SECTION 4 - MODIFICATIONS TO THE SERVICE AND PRICES

We reserve the right at any time to modify or discontinue the Service (or any part or content thereof) without notice at any time.

We shall not be liable to you or to any third-party for any modification, price change, suspension or discontinuance of the Service.

SECTION 5 - PRODUCTS OR SERVICES (if applicable)

We reserve the right, but are not obligated, to limit our Services to any person, geographic region or jurisdiction. We may exercise this right on a case-by-case basis. We reserve the right to limit our services that we offer. All descriptions of services are subject to change at any time without notice, at the sole discretion of us. We reserve the right to discontinue any service at any time. Any offer for any  service made on this site is void where prohibited.

We do not warrant any errors in the Service will be corrected.
SECTION 6 - ACCURACY OF BILLING AND ACCOUNT INFORMATION

We reserve the right to refuse any service you place with us.  In the event that we make a change to or cancel our service, we may attempt to notify you by contacting the e-mail and/or billing address/phone number provided at the time. 
You agree to provide current, complete and accurate account information for all services. You agree to promptly update your account and other information, including your email address.

SECTION 8 - THIRD-PARTY LINKS

Certain content, products and services available via our Service may include materials from third-parties.

Third-party links on this site may direct you to third-party websites that are not affiliated with us. We are not responsible for examining or evaluating the content or accuracy and we do not warrant and will not have any liability or responsibility for any third-party materials or websites, or for any other materials or services of third-parties.

We are not liable for any harm or damages related to the purchase or use of services, resources, content, or any other transactions made in connection with any third-party websites. Please review carefully the third-party's policies and practices and make sure you understand them before you engage in any transaction. Complaints, claims, concerns, or questions regarding third-party products should be directed to the third-party.

SECTION 9 - USER COMMENTS, FEEDBACK AND OTHER SUBMISSIONS

If, at our request, you send certain specific submissions (for example contest entries) or without a request from us you send creative ideas, suggestions, proposals, plans, or other materials, whether online, by email, by postal mail, or otherwise (collectively, 'comments'), you agree that we may, at any time, without restriction, edit, copy, publish, distribute, translate and otherwise use in any medium any comments that you forward to us. We are and shall be under no obligation (1) to maintain any comments in confidence; (2) to pay compensation for any comments; or (3) to respond to any comments.
We may, but have no obligation to, monitor, edit or remove content that we determine in our sole discretion are unlawful, offensive, threatening, libellous, defamatory, pornographic, obscene or otherwise objectionable or violates any party’s intellectual property or these 

Terms of Service.
You agree that your comments will not violate any right of any third-party, including copyright, trademark, privacy, personality or other personal or proprietary right. You further agree that your comments will not contain libellous or otherwise unlawful, abusive or obscene material, or contain any computer virus or other malware that could in any way affect the operation of the Service or any related website. You may not use a false e-mail address, pretend to be someone other than yourself, or otherwise mislead us or third-parties as to the origin of any comments. You are solely responsible for any comments you make and their accuracy. We take no responsibility and assume no liability for any comments posted by you or any third-party.

SECTION 10 - PERSONAL INFORMATION

Your submission of personal information through the store is governed by our Privacy Policy. To view our Privacy Policy.

SECTION 11 - ERRORS, INACCURACIES AND OMISSIONS

Occasionally there may be information on our site or in the Service that contains typographical errors, inaccuracies or omissions. We reserve the right to correct any errors, inaccuracies or omissions, and to change or update information or cancel if any information in the Service or on any related website is inaccurate at any time without prior notice (including after you have submitted your order).

We undertake no obligation to update, amend or clarify information in the Service or on any related website, including without limitation except as required by law. No specified update or refresh date applied in the Service or on any related website, should be taken to indicate that all information in the Service or on any related website has been modified or updated.

SECTION 12 - PROHIBITED USES

In addition to other prohibitions as set forth in the Terms of Service, you are prohibited from using the site or its content:
(a) for any unlawful purpose; (b) to solicit others to perform or participate in any unlawful acts; (c) to violate any international, federal, provincial or state regulations, rules, laws, or local ordinances; (d) to infringe upon or violate our intellectual property rights or the intellectual property rights of others; (e) to harass, abuse, insult, harm, defame, slander, disparage, intimidate, or discriminate based on gender, sexual orientation, religion, ethnicity, race, age, national origin, or disability; (f) to submit false or misleading information;
(g) to upload or transmit viruses or any other type of malicious code that will or may be used in any way that will affect the functionality or operation of the Service or of any related website, other websites, or the Internet; (h) to collect or track the personal information of others; (i) to spam, phish, pharm, pretext, spider, crawl, or scrape; (j) for any obscene or immoral purpose; or (k) to interfere with or circumvent the security features of the Service or any related website, other websites, or the Internet. We reserve the right to terminate your use of the Service or any related website for violating any of the prohibited uses.

SECTION 13 - DISCLAIMER OF WARRANTIES; LIMITATION OF LIABILITY

We do not guarantee, represent or warrant that your use of our service will be uninterrupted, timely, secure or error-free.

We do not warrant that the results that may be obtained from the use of the service will be accurate or reliable.

You agree that from time to time we may remove the service for indefinite periods of time or cancel the service at any time, without notice to you.
You expressly agree that your use of, or inability to use, the service is at your sole risk. The service and services delivered to you through the service are (except as expressly stated by us) provided 'as is' and 'as available' for your use, without any representation, warranties or conditions of any kind, either express or implied, including all implied warranties or conditions of merchantability, merchantable quality, fitness for a particular purpose, durability, title, and non-infringement.
In no case shall DMB Chartered Accountants,  our directors, officers, employees, affiliates, agents, contractors, interns, suppliers, service providers or licensors be liable for any injury, loss, claim, or any direct, indirect, incidental, punitive, special, or consequential damages of any kind, including, without limitation lost profits, lost revenue, lost savings, loss of data, replacement costs, or any similar damages, whether based in contract, tort (including negligence), strict liability or otherwise, arising from your use of any of the service or any products procured using the service, or for any other claim related in any way to your use of the service or any product, including, but not limited to, any errors or omissions in any content, or any loss or damage of any kind incurred as a result of the use of the service or any content (or product) posted, transmitted, or otherwise made available via the service, even if advised of their possibility.
Because some states or jurisdictions do not allow the exclusion or the limitation of liability for consequential or incidental damages, in such states or jurisdictions, our liability shall be limited to the maximum extent permitted by law.

SECTION 14 - INDEMNIFICATION

You agree to indemnify, defend and hold harmless DNB Chartered Accountants and our parent, subsidiaries, affiliates, partners, officers, directors, agents, contractors, licensors, service providers, subcontractors, suppliers, interns and employees, harmless from any claim or demand, including reasonable attorneys’ fees, made by any third-party due to or arising out of your breach of these Terms of Service or the documents they incorporate by reference, or your violation of any law or the rights of a third-party.

SECTION 15 - SEVERABILITY

In the event that any provision of these Terms of Service is determined to be unlawful, void or unenforceable, such provision shall nonetheless be enforceable to the fullest extent permitted by applicable law, and the unenforceable portion shall be deemed to be severed from these Terms of Service, such determination shall not affect the validity and enforceability of any other remaining provisions.

SECTION 16 - TERMINATION

The obligations and liabilities of the parties incurred prior to the termination date shall survive the termination of this agreement for all purposes.

These Terms of Service are effective unless and until terminated by either you or us. You may terminate these Terms of Service at any time by notifying us that you no longer wish to use our Services, or when you cease using our site.
If in our sole judgment you fail, or we suspect that you have failed, to comply with any term or provision of these Terms of Service, we also may terminate this agreement at any time without notice and you will remain liable for all amounts due up to and including the date of termination; and/or accordingly may deny you access to our Services (or any part thereof).

SECTION 17 - ENTIRE AGREEMENT

The failure of us to exercise or enforce any right or provision of these Terms of Service shall not constitute a waiver of such right or provision.

These Terms of Service and any policies or operating rules posted by us on this site or in respect to The Service constitutes the entire agreement and understanding between you and us and govern your use of the Service, superseding any prior or contemporaneous agreements, communications and proposals, whether oral or written, between you and us (including, but not limited to, any prior versions of the Terms of Service).
Any ambiguities in the interpretation of these Terms of Service shall not be construed against the drafting party.

SECTION 18 - GOVERNING LAW

These Terms of Service and any separate agreements whereby we provide you Services shall be governed by and construed in accordance with the laws.

SECTION 19 - CHANGES TO TERMS OF SERVICE

You can review the most current version of the Terms of Service at any time at this page.

We reserve the right, at our sole discretion, to update, change or replace any part of these Terms of Service by posting updates and changes to our website. It is your responsibility to check our website periodically for changes. Your continued use of or access to our website or the Service following the posting of any changes to these Terms of Service constitutes acceptance of those changes.

SECTION 20 - CONTACT INFORMATION

Questions about the Terms of Service should be sent to us at admin@dmbca.ie
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Privacy Policy
Privacy Notice
Definitions

In this Privacy Notice the following definitions shall apply:

“Client Personal Data” means any personal data provided to us by you, or on your behalf, for the purpose of providing our services to you, pursuant to our engagement letter with you;

“Controller” means—
a competent authority that, whether alone or jointly with others, determines the purposes and means of the processing of personal data, or
where the purposes and means of the processing of personal data are determined by the law of the European Union or otherwise by the law of the State, a controller nominated—
(i) 	by that law, or
(ii) 	in accordance with criteria specified in that law;

“Data Protection Legislation” means all applicable privacy and data protection legislation and regulations including the General Data Protection Regulation EU 2016/679 as supplemented by the Data Protection Bill 2018 together with other laws which relate to privacy and electronic communications;

“Data Subject” means an individual to whom personal data relate;

“Joint Controller” means, where 2 or more controllers jointly determine the purposes and means of the processing of personal data (referred to as “joint controllers” per the Data Protection Bill 2018), they shall determine their respective responsibilities for compliance in a transparent manner by means of an agreement in writing between them, save in so far as the said responsibilities are determined by the law of the European Union or the law of the State.

“Personal Data” means information relating to—
an identified living individual, or
a living individual who can be identified from the data, directly or indirectly, in particular by reference to—
an identifier such as a name, an identification number, location data or an online identifier, or
one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of the individual;

“Processing” of or in relation to personal data, means an operation or a set of operations that is performed on personal data or on sets of personal data, whether or not by automated means, including—
the collection, recording, organisation, structuring or storing of the data,
the adaptation or alteration of the data,
the retrieval, consultation or use of the data,
the disclosure of the data by their transmission, dissemination or otherwise
making the data available,
the alignment or combination of the data, or
the restriction, erasure or destruction of the data;

“Processor” means an individual who, or a legal person, public authority, agency or other body that, processes personal data on behalf of a controller, but does not include an employee of a controller who processes such data in the course of his or her employment;

“Special Categories of Personal Data” means—
personal data revealing—
the racial or ethnic origin of the data subject,
the political opinions or the religious or philosophical beliefs of the data subject, or
whether the data subject is a member of a trade union,
genetic data,
biometric data for the purposes of uniquely identifying an individual,
data concerning health, or
personal data concerning an individual’s sex life or sexual orientation.

Who We Are

This privacy notice provides you with details of who we are and how we collect and process your personal data.

This is the privacy statement of David M Breen & Co Ltd  (trading as DMB Chartered Accountants) whose place of business and registered address are Suite 3, Wallace House, Maritana Gate, Canada Street Waterford. 

David M Breen & Co Chartered Accountants and Statutory Auditors “the Firm” (referred to as “we”, “us” or “our” in this privacy notice), is a data controller due to our professional obligations which oblige us to take responsibility for your personal data.

Our email address is: admin@dmbca.ie

Our postal address is: Suite 3, Wallace House, Maritana Gate, Canada Street Waterford

Our firm’s GDPR owner is Caroline Bannon

We are not required to appoint a Data Protection Officer. If you have any questions about this privacy notice, including any requirements to exercise your legal rights please contact Caroline Bannon.

It is very important that the information we hold about you is accurate and up to date. Please let us know if at any time your personal information changes by emailing us at admin@dmbca.ie

THE DATA THAT WE COLLECT ABOUT YOU, THE PURPOSE FOR WHICH WE COLLECT IT AND THE GROUNDS UPON WHICH WE PROCESS IT

Personal data means any information capable of identifying an individual. It does not include anonymised data.

For the purposes of the Website, we collect your data from you when you complete our Contact Form or when you call or contact us directly through our website or by phone.  We use this information only in accordance with the purposes outlined in this notice.

We also receive information through referrals and this information is used to enable communication between us and the referred party. We may also receive information from you at networking events such as if you give us a business card.

For the purposes of this privacy notice the firm provides the following services:
Accounts Preparation
Bookkeeping
Audit Assignments
Taxation compliance and advisory services
Payroll Services

You shall only disclose client personal data to us where: 
you have provided the necessary information to the relevant data subjects regarding its use (and you may use or refer to our privacy notice available at davidmbreen.ie for this purpose);
you have a lawful basis upon which to do so, which, in the absence of any other lawful basis, shall be with the relevant data subject’s consent; and 
you have complied with the necessary requirements under the data protection legislation to enable you to do so.

We shall only process your personal data:
In order to provide our services to you and perform any other obligations in accordance with our engagement with you;
In order to comply with our legal or regulatory obligations; and
Where it is necessary for the purposes of our legitimate interests and those interests are not over ridden by the data subjects’ own privacy rights. Our privacy notice (available at davidmbreen.ie) contains further details as to how we may process client personal data.

We may process the following categories of personal data about you:

Engagement Data includes any data which you may provide to us in order to assess whether we are in a position to act for you in relation the agreed services, and, in the event that we are and are willing to do so, the information we need for money laundering identification purposes in advance of formally agreeing to provide the agreed services.  It also includes communication and other data generated in the course of providing the agreed services for which we have been engaged.  We process this data to supply our services and to act for you as your auditor/accountant.  Our lawful grounds for processing this data is the performance of a contract to which you are party, providing you with advice in relation to providing the agreed services which we have been engaged and acting for you in connection with that engaged service.  We will only ever process your engagement data for the purpose for which we have been retained, on the basis which you instruct us to act on your behalf on that service and to retain a record of the engagement data to comply with our legal and Institute/Association compliance obligations.

Communication Data includes any communication that you send to us whether that be through any contact forms on our website, through email, text, social media messaging, social media posting or any other communication that you may send us. We process this data for the purposes of communicating with you, for record keeping and for the establishment, pursuit or defence of legal claims. Our lawful ground for this processing is our legitimate interests which in this case are to reply to communications sent to us, to keep records and to provide the agreed services for which we have been engaged.

Personal Contact Data includes data such as your name, title, address, email address, phone number and contact details,. We process this data to communicate with you, for record keeping and for the establishment, pursuit or defence of legal claims. Our lawful ground for this processing is our legitimate interests which in this case are to reply to communications sent to us, to keep records, to grow our business and remain in contact with you and to provide the agreed services for which we have been engaged.

Marketing Data includes data about your preferences in receiving marketing from us [and our third parties – delete if not relevant] and your communication preferences. We process this data to enable you to partake in our promotions and offers, to deliver relevant website content and advertisements to you and to measure or understand the effectiveness of this advertising.  Our lawful ground for this processing is our legitimate interests which in this case are to study how customers use our products/services, to develop them, to grow our business and to decide our marketing strategy.

Website Data includes data that you may provide to us if you visit our website.  If you wish to see our Privacy Notice in relation to Website Data please go to davidmbreen.ie

Special Categories of Data
Special Categories of Data refers to data that includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data and information about criminal convictions and offences.

We do not collect Special Categories of Data about you. 

If your Engagement Data includes special categories of data such as medical or health data we will only process such special categories of data for the purposes of providing you with compliance advice and acting for you as your accountant/auditor in connection with the agreed engaged services 

Where we are required to collect personal data by law, or under the terms of the contract between us and you do not provide us with that data when requested, we may not be able to perform the agreed service for which we have been engaged (for example, to continue to act for you in Revenue enquiries). If you don’t provide us with the requested data, we may have to cease to act for you but if we do, we will notify you at the time.

We will only use your personal data for a purpose it was collected for or a reasonably compatible purpose if necessary.  In case we need to use your details for an unrelated new purpose we will let you know and explain the legal grounds for processing.
 
We may process your personal data without your knowledge or consent where this is required or permitted by law.

We do not carry out automated decision making or any type of automated profiling. 

HOW WE COLLECT YOUR PERSONAL DATA

We may collect data about you by you providing the data directly to us (for example by filling in forms on our website or in our offices or by sending us emails and correspondence by post or by speaking with us on the telephone and in meetings).  We may collect data from third parties who you authorise us to obtain the data from on your behalf (for example the Revenue Commissioners, the Companies Registration Office, financial institutions or another professional or adviser). 

Marketing Communications

Our lawful ground of processing your personal data to send you marketing communications is either by your consent or our legitimate interests (namely to grow our business). 

Under the Data Protection Legislation, we may send you electronic marketing communications from us if (i) you made a purchase or asked for information from us about our goods or services or (ii) you agreed to receive marketing communications and in each case you have not opted out of receiving such communications since.

We will not share your personal data with any third party for their own marketing purposes without your express consent.

You can request us to stop sending you electronic marketing messages at any time by following the opt-out links on any marketing message sent to you.  

You can request us to stop sending you marketing message by post at any time emailing us at admin@dmcbca.ie , by writing to us at David M Breen & Co, Suite 3, Wallace House, Maritana Gate, Canada Street Waterford or by telephoning us at 00 353 51 875222. 

If you opt out of receiving marketing communications this opt-out does not apply to personal data provided in connection with a matter on which we are acting or have acted on your behalf and are obliged to obtain a record of for the purposes of complying with our legal obligations.

DISCLOSURES OF YOUR PERSONAL DATA

We may have to share your personal data with the parties set out below:

Service providers who provide IT and system administration services including cloud based services and applications.
Service providers who provide business administration services, including third party dictation, typing and transcription services and external file storage and archiving services.
Professional advisers including other accountants, solicitors, bankers, auditors and insurers who provide consultancy, banking, legal, insurance, accounting services and regulatory support and compliance services.
Risk management auditors and quality control companies.
The Revenue Commissioners, the Chartered Accountants Ireland.
the Data Protection Commission, the Central Statistics Office, and other regulators and authorities based in Ireland and other relevant jurisdictions who require reporting of processing activities in certain circumstances.
Third parties to whom we sell, transfer, or merge parts of our business or our assets. 
We require all third parties to whom we transfer your data to respect the security of your personal data and to treat it in accordance with the law. We only allow such third parties to process your personal data for specified purposes and in accordance with our instructions.


INTERNATIONAL TRANSFERS

[We do not transfer your personal data outside the European Economic Area (EEA).

DATA SECURITY

We have put in place commercially reasonably and appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know such data. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

DATA RETENTION

We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.

By law we have to keep data for six years after the conclusion of any engagement in order to comply our regulatory and tax obligations. In order to be in a position to establish, exercise and defend our legal rights, the firm has a policy of retaining all documentation in relation to engagements for seven years and half years from the date that the documentation was first received or created by the firm, or the completion date of the agreed service for which we have been engaged.

In some circumstances you can ask us to delete your data: see below for further information.

In some circumstances we may anonymise your personal data (so that it can no longer be associated with you) for legal know-how, research or statistical purposes in which case we may use this information indefinitely without further notice to you.

YOUR LEGAL RIGHTS

Under certain circumstances, you have rights under data protection laws in relation to your personal data. These include:

The right to Access - you have the right to request a copy of the personal data that we hold about you, together with other information about our processing of that personal data.
The right to Rectification of your personal data - you have the right to request that any inaccurate data that is held about you is corrected, or if we have incomplete information you may request that we update the information such that it is complete.
The right to Erasure - you have the right to request us to delete personal data that we hold about you. This is sometimes referred to as the right to be forgotten.
The right to Object to processing and restrict processing - you have the right to request that we no longer process your personal data for particular purposes, or to object to our processing of your personal data for particular purposes.
The right to Data portability - you have the right to request us to provide you, or a third party, with a copy of your personal data in a structured, commonly used machine readable format.

By consenting to this privacy notice you are giving us permission to process your personal data for the purposes identified. 

If we are processing personal data based on your consent, you may withdraw that consent at any time. This does not affect the lawfulness of processing which took place prior to its withdrawal.

You can see more about these rights at: 
www.dataprotection.ie
Should you require any further details regarding our treatment of personal data, please contact Hilary Doyle.

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.

We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.

We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.

If you are not happy with any aspect of how we collect and use your data, you have the right to complain to the Data Protection Commission (DPC), the Irish supervisory authority for data protection issues (www.dataprotection.ie).  Please contact us first if you do have a complaint so that we can try to resolve it for you.