Privacy Policy

01Introduction

Deen Cadi CPA, PLLC ("the Firm," "we," "us," or "our") is a certified public accounting practice serving high-income earners and families through coordinated tax, investment, estate, and risk-management advisory work. We maintain offices in West Palm Beach, Florida; The Woodlands, Texas; and Sheridan, Wyoming.

This Privacy Policy applies to personal and financial information we collect through deencadi.cpa (the "Site"), our complimentary Wealth Resilience Assessment, our introductory-call scheduling, and our communications with prospective clients and visitors. Information we receive from clients in the course of a professional engagement is also governed by the written engagement letter and by the professional confidentiality standards that apply to certified public accountants.

02Information We Collect

Information you provide to us

• Contact details such as your name, email address, telephone number, and company or role, when you request an introductory call or contact us.
• Assessment responses you submit through the Wealth Resilience Assessment, including your answers across the eight pillars of tax, investment, estate, protection, entity, insurance, liquidity, and legacy.
• Engagement information, if you become a client, such as tax returns, ownership and entity records, account statements, insurance policies, estate documents, liquidity information, and stated objectives that we review as part of a Blueprint or ongoing work.
• Correspondence, including messages, call notes, and the content of any inquiry you send us.

Information collected automatically

When you visit the Site, we and our service providers may automatically collect technical information such as your IP address, browser and device type, operating system, referring pages, pages viewed, and the date and time of your visit.

Information from third parties

With your authorization, we may receive information from your other professional advisors, such as attorneys, investment advisors, insurance professionals, and trustees, and from specialist or partner firms involved in your matter.

03How We Use Information

We use personal information to:

• respond to inquiries and schedule introductory calls;
• generate your Wealth Resilience Assessment profile and determine appropriate next steps;
• evaluate whether an engagement is appropriate, prepare a Blueprint, and perform professional services under a signed engagement letter;
• operate, secure, and improve the Site and our client experience;
• communicate with you about our services, and, where you have asked or the law permits, send educational or practice updates;
• comply with legal, regulatory, professional, and recordkeeping obligations; and
• detect, prevent, and respond to fraud, impersonation, and other misuse.

04Tax Return Information

Federal law restricts how tax return preparers may use and disclose tax return information. We will not use or disclose your tax return information for any purpose other than preparing, or assisting in preparing, your return and providing the related professional services you have engaged us to perform, except as the law permits or as you authorize in a signed written consent.

Where a consent is requested, it will describe what is being disclosed, to whom, and for what purpose. You are not required to give consent as a condition of receiving tax return preparation services, and you may decline or limit a consent request.

05How We Share Information

We do not sell your personal information. We share it only as follows:

• Service providers that help us operate the Site and our practice, such as website hosting, scheduling, secure document exchange, communications, assessment, and analytics providers. They may use the information only to perform services for us and are expected to safeguard it.
• Specialists and partner firms. Where your matter requires input from an outside specialist, or where audit, review, or compilation services are coordinated through a partner CPA firm, we share information only to the extent needed and, where required, with your consent.
• Your other advisors, when you ask us to coordinate with them.
• Legal and regulatory reasons, such as responding to a subpoena, court order, or regulator, protecting our rights, or complying with professional standards, in each case as permitted or required by law.
• Business transitions. If the Firm is involved in a merger, succession, or transfer of the practice, client information may be transferred subject to applicable professional and legal requirements.

06The Wealth Resilience Assessment

The Assessment is a complimentary, confidential, educational self-assessment. We use your answers to produce a high-level resilience profile and to determine whether a conversation or a Blueprint would be appropriate. Please do not include Social Security numbers, account numbers, passwords, or similar identifiers in any Assessment response or free-text field. If a document review is appropriate, we will arrange a secure method for you to share it.

07Cookies & Analytics

The Site may use cookies and similar technologies to keep the Site functioning, remember your preferences, and understand how visitors use it so we can improve it. You can control cookies through your browser settings; disabling some cookies may affect how parts of the Site work. Where we use analytics or advertising tools, they may collect information about your use of the Site over time and across sites. Where the law gives you a right to opt out, we honor it, including recognized browser-based opt-out signals.

08Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal and financial information against unauthorized access, loss, misuse, or alteration. These include access controls limited to personnel with a need to know, secure transmission and storage practices, and vendor oversight. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Please do not send sensitive information, such as tax identification numbers or account credentials, by ordinary email or through the Site's general contact fields. We will provide a secure channel when it is needed.

09Retention

We keep personal information for as long as needed to provide our services, meet our legal, regulatory, tax, and professional recordkeeping obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we dispose of it securely in accordance with our retention practices and applicable law.

10Your Choices & Rights

• Marketing communications. You may unsubscribe from non-essential emails at any time using the link in the message or by contacting us.
• Access and correction. You may ask us to confirm what personal information we hold about you and to correct information that is inaccurate.
• Deletion. You may ask us to delete personal information. Some records must be retained under tax, professional, or other legal requirements, and we will tell you when that applies.
• State privacy rights. Depending on where you live, you may have additional rights under state privacy laws. We honor verified requests as required by the law that applies to you. Much of the financial information we process in providing professional services is governed by federal financial-privacy law rather than state consumer privacy statutes.

To make a request, contact us using the details in Section 15. We may need to verify your identity before acting, and we will not discriminate against you for exercising your rights.

11Children's Privacy

Our Site and services are intended for adults. We do not knowingly collect personal information from anyone under 18. If you believe a minor has provided us information, please contact us and we will delete it.

12Third-Party Links

The Site may link to websites, scheduling tools, or publications operated by others, including media in which the Firm has been featured. We are not responsible for the privacy practices of those third parties and encourage you to review their policies.

13Verifying Our Communications

No person or entity is authorized to use the name or credentials of Deen Cadi or Deen Cadi CPA, PLLC to solicit information or perform services on our behalf except as stated in a signed written engagement letter. If you receive a request for personal or financial information that claims to come from us, verify it directly with the Firm using the contact details on this page before responding. Verification is confirmed only from the Firm's official email address.

14Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page shows when it was most recently revised. Material changes will be posted on the Site, and where the law requires, we will provide additional notice.

15Contact Us