Client Portal
Privacy Policy
Effective Date: November 28, 2025
Introduction
Cayden Financial Group ("we," "our," or "us") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website caydenfinancial.com or engage our accounting, bookkeeping, tax preparation, and financial consulting services.
Information We Collect
Information You Provide to Us
We may collect personal information that you voluntarily provide when you:
  • Fill out contact forms or request a consultation
  • Engage us for accounting, bookkeeping, tax preparation, or advisory services
  • Subscribe to our newsletter or communications
  • Communicate with us via email, phone, or other channels
This information may include:
  • Name, address, email address, and phone number
  • Social Security Number or Employer Identification Number (for tax preparation services)
  • Financial information, including income, expenses, bank statements, and tax documents
  • Business information for corporate clients
  • Any other information you choose to provide
Information Collected Automatically
When you visit our website, we may automatically collect certain information, including:
  • IP address and browser type
  • Device information and operating system
  • Pages visited and time spent on our website
  • Referring website or source
How We Use Your Information
We use the information we collect to:
  • Provide accounting, bookkeeping, tax preparation, and financial advisory services
  • Respond to your inquiries and communicate with you
  • Process transactions and maintain records as required by law
  • Comply with legal and regulatory obligations
  • Send periodic emails regarding our services (you may opt out at any time)
  • Improve our website and services
Disclosure of Your Information
We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:
  • With your consent: When you authorize us to share information with third parties, such as the IRS or state tax authorities for filing purposes
  • Service providers: With trusted third-party vendors who assist us in operating our business, provided they agree to keep your information confidential
  • Legal requirements: When required by law, subpoena, court order, or government regulation
  • Professional obligations: As necessary to comply with professional accounting standards and regulations
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:
  • Secure, encrypted transmission of sensitive data
  • Restricted access to personal information on a need-to-know basis
  • Regular review of our security practices
  • Secure storage and disposal of physical and electronic records
However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
Retention of Information
We retain client records and personal information in accordance with professional standards and legal requirements. Tax records and supporting documentation are generally retained for a minimum of seven years. You may request deletion of your information, subject to our legal and professional retention obligations.
Your Rights
You have the right to:
  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information, subject to legal retention requirements
  • Opt out of marketing communications
  • Withdraw consent where processing is based on consent
Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. You can set your browser to refuse cookies or alert you when cookies are being sent. Note that some features of our website may not function properly without cookies.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it promptly.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us at:
Cayden Financial Group
Email: rcummings@caydenfinancial.com
Phone: 302.898.0364
Address: 1201 N Orange Street, Suite 7195, Wilmington, DE 19801