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.

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.

Text Messaging Privacy Policy

We respect your privacy. Information you provide through this service is used solely to transmit your mobile messages and respond to you. This may include sharing information with platform providers, phone companies, and other vendors who assist in delivering mobile messages.

• No Marketing Use: Mobile information will not be shared with third parties or affiliates for marketing purposes.

• Opt-In Data: Text messaging originator opt-in data and consent will never be shared with any third parties.

• Legal Disclosure: We reserve the right to disclose information as required by law, regulation, or governmental request, to avoid liability, or to protect our rights or property.

This Text Messaging Privacy Policy applies only to your use of the Text Message Service and does not modify our general Privacy Policy, which governs other aspects of your relationship with us.

• Costs of Text Messages: We do not charge you for messages sent or received via this service. However, message and data rates may apply based on your wireless or other applicable provider's plan.

• Frequency of Text Messages: This service is intended for conversational, person-to-person communication between you and our employees. You may receive an initial message with service details. After that, the number of messages will vary depending on your interactions and requests (e.g., sending a HELP request).

• Types of Text Messages: Messages may include direct, personalized conversational messages, informational updates, or support responses.

• Opting Out: To stop receiving messages, reply to any message with one of the following: STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE. Opt-out requests apply to each conversation with an employee and their associated phone number. After unsubscribing, you may receive a confirmation message.

• Help: For support, reply HELP to any message or email us at: help@engineeredtaxservices.com

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:

• Company Name: Engineered Tax Services, Inc.

• Email: info@engineeredtaxservices.com

• Phone: 1-888-393-0045

• Address: 303 Evernia Street #300, West Palm Beach, FL 33401