Privacy Policy

Last updated: September 30, 2026

Who we are

Cardinal Bookkeeping is a sole CPA practice operated by Aly Taha, based in Plano, TX. Our website is cardinal-fin.com.

Information we collect

When you fill out the contact form on this site, we collect the name, email address, phone number (optional), and business name you provide, along with the message you write. We use this information only to respond to your inquiry.

We do not use tracking pixels, advertising cookies, or third-party analytics beyond Netlify's basic server-side logs (IP address, page requested, timestamp), which we do not sell or share.

How we use your information

Contact form submissions are used solely to reply to you and to determine whether we're a good fit to work together. We do not add you to any mailing list without your explicit consent, and we do not sell, rent, or share your information with any third party except as required by law.

Client data

If you become a client, any financial records and business data you share with us are handled under the terms of your engagement letter and applicable CPA professional-conduct standards. We do not share client data with any third party without your written authorization, except as required by law or our professional obligations.

Data retention

Contact form inquiries are retained for a reasonable period to manage our correspondence. Client engagement records are retained as required by Texas CPA professional standards and applicable law.

Your rights

You may request that we delete any personal information we hold about you (subject to legal and professional retention requirements) by contacting us at [email protected].

Changes to this policy

We may update this policy from time to time. Any changes will be posted on this page with an updated date.

Contact

Questions about this policy? Email us at [email protected] or call (469) 215-2804.