Privacy Policy

DEANNA NGUEKET CPA LLC
Effective: August 29, 2026

1. Scope

1.1 Who we are. Deanna Ngueket CPA LLC is a Texas limited liability company and a licensed public accountancy firm with its office in Houston, Texas. This policy explains how we collect, use, share, and protect personal information.

1.2 What this policy covers. This policy covers information collected through dngueketcpa.com, our contact and scheduling forms, our email and telephone channels, and the information clients give us in the course of an engagement.

1.3 What this policy does not cover. It does not cover websites and services operated by others, including any site we link to, or information you provide directly to a vendor such as our scheduling or portal provider. Each of those is governed by its own policy.

2. The Rules That Govern Our Handling of Your Information

Because we prepare tax returns and provide accounting and financial advisory services, we are a financial institution for purposes of the Gramm-Leach-Bliley Act, 15 U.S.C. 6801 through 6809. Our handling of client information is governed by that Act and its rules, including the privacy rule at 12 C.F.R. Part 1016 and the safeguards rule at 16 C.F.R. Part 314. Tax return information is separately governed by Section 7216 of the Internal Revenue Code, 26 U.S.C. 7216, and by Treasury Regulation Sections 301.7216-1 through 301.7216-3. Where this policy and those rules differ, those rules control.

3. Information We Collect

3.1 Information you give us. If you contact us through the Site, request one of our free guides, or book a consultation through our online scheduling link, we collect your name, email address, telephone number, and whatever you put in your message. Booking is handled by a third-party scheduling service that collects that information directly. If you become a client, we collect the information needed to perform the engagement, which typically includes identifying and contact information, Social Security or employer identification numbers, filing status and household information, income and expense records, bank and bookkeeping data, entity and formation records, prior returns, and correspondence with taxing authorities.

3.2 Information collected automatically. Our website is hosted on a standard platform that records technical data such as IP address, browser and device type, pages viewed, and the date and time of access. The Site also uses Google analytics and measurement tools, installed through the Google Site Kit plugin, which set cookies on your device and record how you found the Site, which pages you read, and whether you arrived from a search result or an advertisement. We do not hold tax returns or client documents on the website, and we do not place analytics or advertising technology on any page or form through which tax return information is submitted.

3.3 Information from others. We may receive information about you from your prior accountant or bookkeeper, from your bank or accounting platform where you connect it, from a taxing authority, and from anyone you authorize to act for you.

4. How We Use Information

We use information to respond to inquiries, to evaluate and open engagements, to prepare returns and filings, to perform bookkeeping, advisory, and representation services, to bill and collect, to communicate with you about your engagement, to meet our own legal, regulatory, and professional obligations, to protect the security of our systems, and to send firm updates you have asked to receive. We do not use tax return information for any purpose other than providing the services you engaged us to perform, except as Treasury Regulation Section 301.7216-2 permits or as you authorize in a separate signed consent.

5. How We Share Information

5.1 Service providers. We share information with the vendors that make our work possible, including tax preparation and electronic filing software, our secure document portal, bookkeeping and payroll platforms, payment processors, information technology and backup providers, and professional advisors to the Firm. They are permitted to use the information only to perform services for us and are required to protect it.

5.2 At your direction. We share information with lenders, insurers, other advisors, or anyone else you ask us to, and where the information is tax return information we obtain your signed consent first as described in Section 6.

5.3 Legal and regulatory. We share information with taxing authorities as part of preparing filings or representing you, and we disclose information where required by subpoena, court order, or other lawful demand, or in response to an inquiry from the Texas State Board of Public Accountancy or another regulator with authority over the Firm.

5.4 Sale or transfer of the practice. If the Firm is sold, merged, or transferred, client information may pass to the successor. Where tax return information is involved, we will obtain the consent federal law requires before doing so.

5.5 Nothing else. Apart from the disclosures described above, we do not share nonpublic personal information with anyone outside the Firm.

6. Tax Return Information and Consent

6.1 The federal rule. Federal law prohibits a tax return preparer from using or disclosing tax return information for any purpose other than preparing your return, except as specifically permitted by regulation or as you consent in advance and in writing. The prohibition is criminal, and we treat it as absolute.

6.2 Consent is a separate document. Neither this policy nor your use of the Site is consent to any use or disclosure of tax return information. A valid consent is a separate signed document that identifies the recipient and the purpose and that meets the requirements of Treasury Regulation Section 301.7216-3 and Revenue Procedure 2013-14. You are never required to sign one in order to have your return prepared, and you may decline.

6.3 Work performed outside the United States. We do not send tax return information outside the United States. If that ever changes, federal law requires your prior written consent, and we would obtain it before any information left the country.

7. We Do Not Sell Your Information

We do not sell, rent, or trade personal information or tax return information, and we do not disclose it to anyone for money or other valuable consideration. We do not use it for targeted or cross-context advertising, and we do not sell sensitive personal data, which Section 541.107 of the Texas Business and Commerce Code prohibits without prior consent. Our Do Not Sell My Information page states this commitment separately.

8. Cookies and Site Analytics

Our website uses cookies that are necessary to make the Site function and to remember your preferences, and analytics cookies set by the Google tools described in Section 3.2, which tell us how visitors reach the Site and which pages they read. We do not sell the information those cookies collect. You can block or delete cookies through your browser settings, though parts of the Site may stop working if you do.

9. How Long We Keep Information

We keep information for the periods, and dispose of it in the manner, described in our Data Retention and Data Removal Policy. Retention periods for client records and engagement files are set by professional and federal requirements that we cannot shorten at request.

10. Security

Client information is not held on our website. It is held in the systems we use to run engagements, including our secure client portal, our tax preparation and electronic filing software, and our bookkeeping platforms. We maintain administrative, technical, and physical safeguards designed to protect that information. Access is limited to the people who need it to perform your engagement, documents are exchanged through the secure portal rather than by email attachment, and we use established providers that maintain their own security controls. No system is completely secure, and we cannot guarantee that information will never be accessed without authorization.

11. If a Security Incident Occurs

If nonpublic personal information in our care is acquired without authorization, we will notify the individuals affected and, where required, the Federal Trade Commission, the Office of the Texas Attorney General, consumer reporting agencies, the Internal Revenue Service, and the Texas State Board of Public Accountancy, within the time and in the manner required by law, including Section 521.053 of the Texas Business and Commerce Code and 16 C.F.R. Section 314.4.

12. Your Choices

12.1 Marketing. You may unsubscribe from firm updates at any time using the link in the message or by writing to info@dngueketcpa.com. We will still send messages necessary to service an active engagement.

12.2 Access, correction, and removal. You may ask us to correct information we hold about you, ask for the return of records you gave us, or ask us to remove information. We handle those requests as described in the Data Retention and Data Removal Policy, subject to the retention obligations described there.

12.3 State privacy law. Chapter 541 of the Texas Business and Commerce Code does not apply to information we hold as a financial institution subject to the Gramm-Leach-Bliley Act. Where clients live outside Texas, we apply this policy to them on the same terms, and we honor the commitments in Section 7 regardless of where a client is located.

13. Children

The Site is not directed to children, and we do not knowingly collect information from children through it. We do receive information about dependent children as part of preparing a client’s return, and that information comes from the parent or guardian who engages us.

14. Changes and Contact

We may update this policy. The version posted on the Site is the version in effect, and the Effective date shows when it last changed. Questions about this policy, or about how we handle your information, go to info@dngueketcpa.com, or by telephone to 713-730-9792.