Introduction
Physician Tax Diagnostic ("the Diagnostic") is a coordinated tax strategy evaluation service for physicians. The Diagnostic is coordinated by REMI FS LLC ("Coordinator," "we," "our," or "us") and delivered by independently licensed professionals — including a Certified Public Accountants (CPA), a licensed real estate agents, and a Series 65 licensed financial advisors — each operating within their respective regulatory scope and professional accountability standards.
This Privacy Policy explains how we collect, use, store, and protect your information when you interact with our website (physiciantaxdiagnostic.com), advertising campaigns, intake forms, or services.
By using our website or submitting your information, you consent to the practices described in this Privacy Policy.
Service Structure & Professional Responsibility
REMI FS LLC serves as the coordinating entity for the Physician Tax Diagnostic. Each participating professional is independently licensed and bears individual responsibility for the services they deliver within their licensed scope:
- Tax analysis and recommendations — delivered by a licensed CPA
- Real estate strategy and market analysis — delivered by a licensed real estate agent
- Financial and investment advisory — delivered by a Series 65 licensed advisor
Each professional maintains their own licensing, compliance obligations, and professional liability standards as required by their respective regulatory bodies.
Information We Collect
Personal & Financial Information
Given the nature of the Diagnostic, we may collect information that includes but is not limited to:
- Full name
- Email address and phone number
- Professional information (specialty, practice type, employment status)
- Income and compensation details
- Tax filing information and history
- Real estate holdings and investment interests
- Financial goals and planning preferences
- Information voluntarily submitted through intake forms, consultations, or correspondence
Automatically Collected Information
- IP address
- Browser type and device information
- Website activity and usage data
- Cookies and tracking technologies
How We Use Information
We use collected information to:
- Conduct the Physician Tax Diagnostic evaluation
- Prepare personalized written recommendations
- Coordinate between licensed professionals participating in the Diagnostic
- Respond to inquiries and schedule consultations
- Improve our services, website functionality, and advertising performance
- Conduct marketing and remarketing campaigns
- Maintain security and prevent fraud
- Comply with legal and regulatory obligations
Data Sharing Between Professionals
To deliver an integrated diagnostic, relevant portions of your information may be shared between the licensed professionals participating in your evaluation. Each professional accesses only the information necessary to perform their specific analysis within their licensed scope.
Your information is shared exclusively for the purpose of delivering the Diagnostic and is subject to each professional's own confidentiality and regulatory obligations.
Advertising & Analytics
We may use third-party advertising and analytics services including:
- Google Ads and Google Analytics
- Meta / Facebook Ads
- Remarketing and conversion tracking technologies
These platforms may use cookies, pixels, and similar technologies to measure advertising performance, personalize advertisements, and deliver relevant marketing content.
Users may opt out of personalized advertising through Google Ads Settings, Meta Ad Preferences, or browser settings.
Information Sharing
We do not sell or rent your personal or financial information.
We may share information only:
- Between licensed professionals participating in your Diagnostic (see Section 5)
- With trusted service providers assisting our business operations under confidentiality agreements
- With advertising and analytics partners (anonymized/aggregated data only)
- When required by law or legal process
- To protect the rights, safety, and security of REMI FS LLC and its clients
Data Security
We recognize the sensitive nature of financial and professional information provided by healthcare professionals. We implement commercially reasonable technical and organizational measures designed to protect your personal information from unauthorized access, misuse, disclosure, or destruction, including:
- Encryption of data in transit and at rest
- Access controls limiting data to authorized personnel only
- Secure storage of financial documents and communications
We do not collect protected health information (PHI) and the Diagnostic is not subject to HIPAA. However, we apply elevated security standards to all client data consistent with the sensitivity of financial information.
No online transmission or storage system can be guaranteed as completely secure.
Data Retention
We retain personal and financial information only as long as necessary to fulfill the purposes described in this policy, deliver ongoing services, or as required by law and professional regulatory standards. You may request deletion of your data at any time (see Section 11).
Cookies Policy
Our website may use cookies and similar technologies to enhance functionality, analyze traffic, and improve advertising performance. Users can manage or disable cookies through their browser settings.
Your Rights
Depending on your jurisdiction, you may have rights regarding your personal information, including:
- Requesting access to your data
- Requesting correction or deletion of your data
- Opting out of marketing communications
- Requesting information about what data has been shared and with whom
To exercise these rights, contact us using the information below.
Third-Party Websites
This website may contain links to third-party websites. REMI FS LLC is not responsible for the privacy practices or content of external websites.
Contact Information
Miami, FL 33130, USA
Updates to This Privacy Policy
REMI FS LLC reserves the right to modify or update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date. Continued use of our services following any changes constitutes acceptance of the revised policy.