Privacy Policy

1. Information We Collect

We collect information in the following categories:

A. Information You Provide

When you use the Site or Services, you may provide:

• Name

• Email address

• Property details (e.g., purchase price, type, year built, value, etc.)

• Financial or tax-related data you submit through forms

• Messages or communications sent to us

You may choose not to provide certain information, but this may limit functionality.

B. Automatically Collected Information

We may automatically collect:

• IP address

• Browser type

• Device identifiers

• Usage data

• Cookies and analytics data

This helps us understand how users interact with the Site.

C. Third-Party Data

If you request a cost segregation service or consultation, we may share data with a third-party provider to fulfill your request.

We do not buy or sell third-party consumer data.

2. How We Use Your Information

We use personal and property information to:

• Generate estimates and preliminary reports

• Send reports or communications you request

• Improve the Site and Services

• Respond to support inquiries

• Provide recommendations or referrals

• Analyze usage and performance

We may use data in aggregate (non-identifiable) form for analytics, research, or product improvement.

3. Sharing Your Information

We may share information with:

A. Service Providers

Vendors who support:

• Hosting

• Analytics

• Email delivery

• Customer support

• Payment processing

These providers may only use data to perform services for us.

B. Cost Segregation Partners

If you request or authorize a referral, we may provide property data to third-party providers.

These providers are independent and operate under their own policies.

C. Legal and Safety Requirements

We may disclose information if required by law or necessary to:

• Protect rights or property

• Prevent fraud

• Ensure user safety

We do not sell personal information to data brokers or marketers.

4. Cookies and Tracking Technologies

We use cookies, pixels, and similar technologies to:

• Recognize users

• Measure activity

• Personalize content

• Improve the Site

You may disable cookies through your browser, but some features may not function properly.

5. Email Communications

By providing your email address, you consent to receive:

• Estimates and reports

• Transactional messages

• Product updates

• Educational content

You may unsubscribe from marketing emails at any time.
Transactional emails may still be sent.

6. Data Retention

We retain information for as long as necessary to:

• Provide the Services

• Fulfill legal obligations

• Resolve disputes

• Enforce agreements

You may request deletion at any time (see Section 9).

7. Data Security

We use reasonable technical and organizational measures to protect information.

However, no method of transmission or storage is 100% secure.

You use the Site at your own risk.

8. Children’s Privacy

The Services are not intended for individuals under 18.

We do not knowingly collect data from minors.
If collected inadvertently, we will delete it.

9. Your Choices and Rights

You may request:

• Access to your data

• Correction of inaccurate data

• Deletion of your data

• Restriction on processing

• A copy of your data (where applicable)

Submit requests to:
[Insert email address]

We may require verification of identity.

10. International Users

The Services are intended for use in the United States.

If you access from outside the U.S., information may be transferred and stored in the U.S., where privacy laws may differ.

11. Third-Party Links

The Site may link to third-party websites.

We are not responsible for the content or privacy practices of third parties.

12. Changes to This Privacy Policy

We may update this Policy periodically.

Changes take effect when posted.
Your continued use of the Site constitutes acceptance.