Privacy Policy

Last Updated: July 9, 2025

Introduction

Engineered Tax Services, Inc. (“ETS,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our portal, or engage with our services.

Please read this Privacy Policy carefully. By accessing or using our services, you acknowledge that you have read, understood, and agree to be bound by all the terms of this Privacy Policy. If you do not agree with our policies and practices, please do not use our services.

Information We Collect

We may collect several types of information from and about users of our services, including:

• Personal Information: Name, postal address, email address, telephone number, tax identification numbers, financial information, and other identifiers by which you may be contacted online or offline.
• Business Information: Information about your business, including industry, size, structure, and financial data necessary for providing our specialty tax services.
• Usage Data: Information about how you access and use our website and services, including your browsing actions, search queries, referring webpage, and device information.
• Technical Data: Internet protocol (IP) address, browser type and version, time zone setting, browser plug-in types and versions, operating system, and platform.
• Marketing and Communications Data: Your preferences in receiving marketing from us and our third parties and your communication preferences.

How We Collect Your Information

We collect information from you when you:

• Register on our website or portal
• Fill out a form or survey
• Submit information for a tax service inquiry
• Subscribe to our newsletter
• Request information about our services
• Engage with our content (blogs, webinars, videos)
• Use our client portal
• Make payments for services

We may also collect information about you from third parties, including business partners, affiliate companies, and publicly available sources.

How We Use Your Information

We may use the information we collect about you for various purposes, including to:

• Provide, maintain, and improve our services
• Process transactions and send related information including confirmations and invoices
• Communicate with you about services, updates, and promotions
• Personalize your experience and deliver content relevant to your interests
• Analyze usage patterns to enhance website functionality and user experience
• Develop new products, services, and features
• Comply with legal obligations and enforce our terms and policies
• Protect against, identify, and prevent fraud and other illegal activity

Disclosure of Your Information

We may disclose your personal information to:

• Our subsidiaries and affiliates, including our sister company that sells commercial insurance
• Contractors, service providers, and other third parties we use to support our business
• Professional advisors, including lawyers, bankers, auditors, and insurers
• Government bodies, regulators, and law enforcement agencies when required by law
• A buyer or other successor in the event of a merger, acquisition, or other corporate reorganization

We do not sell, trade, or otherwise transfer your personally identifiable information to third-party marketers. We may share aggregated, non-personal information with third parties for various purposes.

Data Security

We implement appropriate security measures to protect the security of your personal information and prevent unauthorized access, disclosure, alteration, or destruction. These measures include internal reviews of our data collection, storage, and processing practices and physical security measures to guard against unauthorized access to systems where we store personal data.

However, the transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our website. Any transmission of personal information is at your own risk.

Cookies and Similar Technologies

Our website uses cookies and similar technologies to enhance your browsing experience, analyze site usage, and assist in our marketing efforts. Cookies are small text files that are stored on your device when you visit a website. They help us recognize your device and remember certain information about your visit.

Types of Cookies We Use

We use the following categories of cookies on our website:

• Strictly Necessary Cookies: These cookies are essential for the website to function properly and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in, or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
• Performance Cookies: These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
• Functional Cookies: These cookies enable the website to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
• Targeting Cookies: These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant advertisements on other sites. They do not directly store personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.

Third-Party Cookies

We use services from the following third parties, which may place cookies on your device:

• Google Analytics: We use Google Analytics to analyze the use of our website. Google Analytics gathers information about website use by means of cookies. The information gathered is used to create reports about the use of our website.
• Google Ads: We use Google Ads to deliver targeted advertisements to you on third-party websites.
• Social Media: We use social media buttons and/or plugins on this site that allow you to connect with your social network in various ways. For these to work, social media sites including Facebook and LinkedIn will set cookies through our site which may be used to enhance your profile on their site or contribute to the data they hold for various purposes outlined in their respective privacy policies.

Managing Cookies

When you first visit our website, you will be presented with a cookie consent banner that allows you to accept all cookies or customize your cookie preferences. You can change your cookie preferences at any time by clicking on the “Cookie Settings” link in the footer of our website.

Most web browsers also allow you to manage your cookie preferences. You can set your browser to refuse cookies, or to alert you when cookies are being sent. The following links provide information on how to modify your cookie settings in the most popular browsers:

• Google Chrome
• Mozilla Firefox
• Safari
• Microsoft Edge

Please note that if you choose to block cookies, you may not be able to use all the features of our website.

Your Choices About Your Information

You have several choices regarding your personal information:

• Access, Update, or Delete: You may request to access, update, or delete your personal information by contacting us using the details provided below.
• Marketing Communications: You can opt out of receiving our marketing emails by following the unsubscribe link in any marketing email we send. Even if you opt out of marketing communications, we may still send you service-related emails.
• Cookie Preferences: You can manage your cookie preferences through our cookie consent banner or by clicking the “Cookie Settings” button in the footer of our website.

Your California Privacy Rights

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA). These rights include:

• Right to Know: You have the right to request that we disclose what personal information we collect, use, disclose, and sell.
• Right to Delete: You have the right to request the deletion of personal information that we collected from you, subject to certain exceptions.
• Right to Opt-Out: You have the right to opt-out of the sale of your personal information. We do not sell your personal information to third parties. However, we may share certain information with our service providers and affiliates as described in this Privacy Policy.
• Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

To exercise these rights, please contact us using the information provided below. We may ask you to provide certain information to verify your identity before processing your request.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we learn we have collected or received personal information from a child without verification of parental consent, we will delete that information.

Changes to Our Privacy Policy

We may update our Privacy Policy from time to time. If we make material changes, we will post the updated Privacy Policy on this page with a new effective date. We encourage you to review our Privacy Policy frequently to stay informed about how we are protecting your information.

Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

View our Terms of Service